Find a client in My Clients
You've found the client and opened their profile.
Before you start
Anyone in the business can do this.
Start here
My Clients › Search clients
Steps
- 1
Type part of a name, phone number or email into Search clients.
- 2
To look among archived clients, change Status: Active to Archived.
- 3
Click the client to open their profile.
Good to know
- This search matches phone digits exactly as they were saved. For numbers written like “0722 …”, use the search in the Operations Center.
- Only the name column sorts.
Can't find what you need?
Write to us →