Finding and managing clients

The Clients page is your practice directory — every client in one searchable, sortable list. On smaller screens it switches from a table to cards automatically.

Searching and filtering

• Search by name or contact details — results filter as you type.
• Status — filter by a client’s stage, with a live count next to each option. Current is the default and combines active, waitlist and on-hold clients so you see everyone you’re working with.
• Therapist — in team practices, narrow the list to a single practitioner’s caseload. (This filter only appears when your practice has more than one practitioner.)

Use Clear filters to reset everything back to the default view.

Children under 18 show their age highlighted and display their primary guardian’s contact details instead of their own.

Client statuses

Status	Meaning
Active	Currently receiving therapy.
Waitlist	Waiting to start.
On hold	Paused, expected to resume.
Discharged	Therapy complete.
Inactive	No longer active, not discharged.

Note

Client statuses are separate from the waiting list, which tracks enquiries before they become clients. A waitlist client already has a full record; a waiting-list entry does not yet.

Sorting

Click any column heading to sort — Name, Contact, Date of birth / age, Last appointment or Status.

Exporting your clients

Choose Export to download your full client list as a dated CSV file, ready for a spreadsheet or your own records. (A complete GDPR export of all your practice data — not just clients — is available separately in Settings → Data.)

Adding clients

Use Add client for a single client, or Import to bring in many at once from a spreadsheet — see Adding clients.