Client List
The Clients page provides a quick, central view of your clients. From here, you can see client names, review internal IDs, check upcoming appointment dates, and add new clients to your practice.
💡 Looking to create a new client? Check out our guide on Creating a Client.
In this article:
- Accessing Your Client List
- Understanding the Client List
- Searching, Filtering, and Adding Clients
- Frequently Asked Questions
- Related Resources
Accessing Your Client List
To open your client list, click Clients on the left-side navigation bar from anywhere in Sessions Health.
Understanding the Client List
Your client list displays active clients alphabetically by first name. The table includes key details for quick reference:
- Name: The client's full name.
- Internal ID: The unique ID number assigned to the client for internal tracking (if enabled).
- Next Appointment: The date and time of the client's next scheduled appointment.
#️⃣ The Internal ID column only appears on your client list if internal ID management is turned on for your practice. To enable or disable this column, go to Account Settings > Clients and toggle Manage Internal IDs for Clients. For more guidance, see Client Internal IDs.
Searching, Filtering, and Adding Clients
Use the controls above the table to manage what you see on your client list.
- Search by Name: Type a first or last name into the Search field above the list to quickly locate a client.
- Filter the List: Click the Filter icon (three horizontal lines) to filter your view by practitioner, client status (Active vs. Inactive), or both.
- Add a New Client: Click the + Add button in the top-right corner to open the new client creation form.
👤 Depending on your account permissions, you may only see clients assigned to you. Practice administrators can adjust view permissions in Account Settings > Members.
Frequently Asked Questions
Why can't I see all clients in my practice on this list?
Your client list view depends on your user permission level. If you do not have permission to view practice-wide charts, you will only see clients assigned directly to you.
How do I search for a client by phone number or email?
The search bar on the Clients page only searches by client name. To search by phone number, email address, or legal name across your entire practice, use the global search bar at the top of the left sidebar.
How do I view inactive clients?
Click the Filter icon (three lines) above the table and select Inactive under client status to view past client charts.
Related Resources
For more help, check out our other guides: