The Clients List is your master database view. Search, sort, and filter thousands of client records by name, tag, last visit date, outstanding balance, or marketing opt-in status. Select multiple clients and apply bulk actions: send an email campaign, assign a tag, export a CSV, or archive records.
How It Works
01
Navigate to Clients → List in the main sidebar
02
Use the search bar for instant name, email, or phone lookup
03
Apply filters from the filter panel: last visit, tags, balance, opt-in status
04
Select individual or all visible clients and choose a bulk action to apply
Key Features
Full Database View
Advanced Search
Multi-Field Filters
Bulk Client Selection
Bulk Email Campaigns
CSV Export
Tag Assignment
Balance Filter
Pro Tips
Export your complete client list quarterly and store it as a secure offline backup
Filter for clients with no visit in 90+ days to build a lapsed client re-engagement campaign
Tag your highest-value clients as VIP and build a dedicated communication schedule for them