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How do I search for a client?

You can search by name, email, phone number, or tag by going to Clients > List. You can learn more about each of the different search criteria below:

Name: If you are looking for a particular client, type the first few letters of either their first or last name into Clients > List or Clients > Details. Once you've typed at least two characters, pause to see a list of all the clients who match what you've typed so far. You can keep typing to narrow it down further, or scroll through the list and click one to see full details. You can add a new client if you don't find a match by going to Clients > Details > New client.

Email: You can search by email under Clients > List and Clients > Details. Just start typing the client's email in the search box at the top and your results will appear below.

Phone number: You can search by phone number under Clients > List and Clients > Details. Just start typing the client's phone number in the search box at the top and your results will appear below.

Tags: If you are trying to pull up a client(s) with a particular tag, you can enter it into the search bar by going to Clients > List. When you finish typing in the tag, your search results will appear below.

 

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