Client Search Overview

Searching for Existing Clients

Steps to Search using the Client Screen

1. Navigate to the right-hand side of the main navigation bar.
2. Click Main, then select Clients.

3. Search for a Client in the top-left corner, use the search bar to find a client by:

   • Name (enter at least three characters).
   • Phone number.
   • Email address.

4. Use Filters to refine your search, click the filter icon to sort by:

   • First Name → Last Name.
   • Last Name → First Name.

5. Available Options once a client is located, you can:

   • View their Client Profile.
   • Check Client History.
   • Print a Client Profile Card (CPC).
   • Review their Overview, Future Appointments, Past Appointments, and any Outstanding Series.

Steps to Add a New Client

1. Start the Process by navigating to the Client screen or choosing an appointment on the Appointment Screen..

2. Click the New Client icon at the top of the page.

3. Use the dropdown arrow next to Quick to determine how much information to collect initially.

4. Enter Client Information completing all mandatory fields marked with an asterisk (*).

5. Ensure accuracy when inputting details.

6. Save the Client by clicking the green tick labeled Done to save.

Key Tips for Efficient Use

• Always input at least three characters when searching for a client.
• Use filters to streamline the search process.
• Mandatory fields ensure essential client details are collected; double-check these before saving.

By following these steps, you can efficiently manage client records and ensure accurate, up-to-date information in your database.