Finding a client fast
Quick Filters sit right above your client list — one tap narrows hundreds of clients down to exactly the group you're looking for.
Why this matters
Scrolling through a full client list to find who has a birthday this week, or who's overdue for a follow-up, wastes time you don't have during a busy day. Quick Filters turn that search into a single tap.
The 9 quick filters
All / Leads / Customers / VIP / InactiveFilter straight by status.
Today's AppointmentEveryone booked in for today.
Pending Follow-upLeads and booked clients who might need a nudge.
BirthdayClients with a birthday coming up this month.
Pending ReviewsClients who haven't left a review yet after a visit.
Searching directly
- Use the search bar
Type a name, phone number, or email to jump straight to a match.
- Or tap a Quick Filter
Narrow the whole list to one category in a single tap.
- Combine with sorting
Sort the filtered list by most recent visit, name, or status.
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