Finding clients

Finding clients

There are three ways to find a client - by searching, by using the client list, and from reports.  

To search for a client:
  1. Click on "Clients"
  2. Enter either the client's first name, last name, email address, phone number, and/or ID in the search box at the top right of the page
  3. Click on the applicable client in the list that appears
To find a client using the client list:
  1. Click on "Clients"
  2. Click on "Client List" and select whether to view all clients, active clients only, or inactive clients only
  3. Click on the letter that is the first letter of the client's last name
  4. Scroll to the applicable client
The hashtag '#' button will display clients with last names that begin with a special character or number

To find a client using reports:
  1. Click on "Reports"
  2. Click on "Clients" in the middle of the page
  3. Select the applicable report
  4. Scroll to the applicable client in the results




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