You can create, save, and manage custom views in your client list by applying filters that matter most to you.
This feature helps you avoid repeating the same filtering steps and gives you instant access to frequently used client segments, saving time and streamlining your workflow.
Follow these simple steps to set up a custom view:
Go to the Client list in your left-hand menu.
Apply the filters you want to use (e.g., tags, status, location, practitioner).
Click Save view at the top right of the client list.
Give your custom view a name and add any other details you need.
Click Save to store the view for future use.
Note: This view will be saved under the View drop-down for easy access whenever you need it.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.