Search, filter and sort clients

Customers holds your whole client list. At the top you see how many clients there are, or how many match your search and filters. For each client you see the phone number, the latest appointment and since when they have been a client. Scroll down to load more clients.

Search for a client

1. In the menu, go to Customers.
2. In Search customer, type a name, email address or phone number. A full name, first and last name together, works too.
3. Click the client to open their profile. With the menu after a client you can also sell straight away, edit the details, block or delete the client.

Filter

1. Click Filters.
2. Choose one or more filters. The button at the bottom says how many clients you will see, for example Show 48 customers.
3. Click that button. Above the list there is now a label for each filter, and the number on Filters says how many are on.
4. Click a label to remove that filter, or Clear all for all of them. In the filter window Clear filters does the same.

This is what you can choose:

• Quick filters: Birthday this month, New (last 30 days), Returning (at least one appointment), Not seen for a while (3+ months) and Blocked.
• Visits: Last visit, for example Past month, Over a year ago or Never visited, and Has appointment history.
• Personal: Gender, Age and Birthday in one or more months.
• Source: the Channel through which the client found you and the Preferred language.
• Details: Has email address, Has phone number, Has profile picture and Complete profile (email and phone filled).
• Attention: Has notes shows clients whose Notes field in the customer data is filled in.

Sort

With the button next to Filters you choose the order: Newest first, Name (A–Z) or Email (A–Z).

What you see in the list

• Blocked next to a client who can no longer book online.
• An icon next to a client with a team alert. Hover over it to read the alert.
• An icon next to a client whose birthday is today or within a week.

Seeing the client list takes Can view client profile, set in Settings › Team members › Permission roles.

Frequently asked questions