Finding a client quickly
Use search and sorting to get to the right client record without scrolling.
Quick answer
- Search by the details you remember, such as name, email, phone, or business context where supported.
- Keep client names consistent so search results stay clean.
- Archive or delete records only when you are sure you no longer need them.
Related articles
- Adding and editing clients
Store the contact and visit details you need to run each appointment smoothly.
- Managing client locations
Use client locations to keep repeat visits and mobile work organised.
- Deleting clients and client data
Understand what to check before removing a client record.
Still stuck? Contact support and we’ll help you sort it out.