How do I view existing Clients?

Created by Jessica Hoi, Modified on Wed, 28 Aug at 12:16 PM by Jessica Hoi

You can view your Client List by clicking on the Client icon:


If this is empty, add a Client and they'll appear in this list.


Here, you'll see the full list of existing clients. To view a Client's info, click on them in the list and the side panel will appear, which you can view the following by selecting the relevant tabs:

  • Overview
  • Client Details (Personal info)
  • Pets
  • Sales
  • Notes


You can also search for clients by inputting the the first or last name, pet name or breed, email address or a phone number in the search bar, and you can sort the list by Name, pet (name) and the day the client was created/added, all ascending or descending.



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