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Client List
Updated over 6 months ago

To access the client list, click the App Drawer then click Clients.

Understanding the client list

The client list displays a list of clients who have signed up with your business. This list displays relevant profile details for each client, pulled from their client profile.

What you can do with the client list

Key tips

  • Client list vs. All Clients Report

    • It’s easy to confuse the client list with the All Clients Report, but these are two separate things. The All Clients Report is designed to display a list of clients who joined your business during a selected date range, whereas the client list is designed to list all your active clients.

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