Client Management

Searching & Filtering Clients

Powerful Search & Filter System:

The Clients page includes advanced search and filtering capabilities to help you quickly find and manage your clients.

Search Functionality:

The search bar at the top of the Clients List allows you to search across multiple fields simultaneously: • Client Name - Search by first name, last name, or full name • Email Address - Find clients by their email • Phone Number - Search by phone number • Tags - Search by any tags assigned to clients • Service Names - Search by the names of assigned services (pack names, pass names, subscription/plan names)

How Search Works:

• Type any term in the search bar - it searches across all fields at once • Search is case-insensitive and matches partial text • Example: Searching "5 pack" will find clients with a "5 pack" service assigned • Example: Searching "john" will find clients named John, emails with "john", or services with "john" in the name

Service Type Filter:

Click the "Filters" button to access advanced filtering options:

• All Service Types - Shows all clients regardless of service type (default) • Membership/Subscription - Shows only clients with active membership subscriptions • Pack - Shows only clients with active pack services • Pass - Shows only clients with active pass services

How Service Type Filter Works:

• Filter shows only clients who have at least one active service of the selected type • Clients with multiple service types will appear when any matching type is selected • Filter works with active and pending service assignments

Combined Filtering:

Search and service type filters work together for precise client finding: • Example 1: Search for "john" + Filter by "Pack" = Shows only clients named John (or with "john" in email/service) who have a pack service • Example 2: Search for "premium" + Filter by "Membership/Subscription" = Shows clients with "premium" in their name/email/service who have a membership • Example 3: Filter by "Pass" = Shows all clients with pass services, regardless of search term

Filter Management:

• Active Filter Count - The Filters button shows a badge with the number of active filters • Clear All - Click "Clear All" to reset both search and service type filter at once • Individual Reset - Clear search by deleting text, change service type filter back to "All Service Types"

Best Practices:

• Use search for quick name/email lookups • Use service type filter to view clients by service category (e.g., "show me all pack clients") • Combine both for precise filtering (e.g., "find all pack clients named Sarah") • Use tags for custom categorization and search • Service name search helps find clients by their subscription plan name

Tips:

• Search is instant - results update as you type • Filters persist until you clear them • Use service type filter to quickly see which clients have which service types • Service name search is especially useful for finding clients by their subscription plan name