Search & Filter Clients

Use the Clients page to find a member quickly. You can search by name, filter by status, or open Advanced filters.

The search field, All Status, and Advanced filters sit above the table on Clients.

How to Search

Use search when you already know who you are looking for.

Open People → Clients.

Click Search… and type what you need to find, such as a name.

The CLIENT NAME column shows the name and the email underneath, so you can tell people apart if names are similar.

This guide does not list every field that search matches. Name and email are what you see in the name column.

The filter next to search is labelled All Status. Use it when you want the list limited to one status instead of everyone.

Open People → Clients, then click All Status.

Option	What it is for
All Status	Every client (selected in this screenshot)
Active	Clients with status Active
Inactive	Clients with status Inactive. See Block & Unblock a Client

To the right of All Status is Advanced filters.

The panel includes:

Item	What it is
Templates (left)	All clients, Inactive clients, Birthdays this month, No group assigned, Wallet balance, Joined last 30 days, Never booked, No package purchased, Incomplete profile
Match all (AND) / Match any (OR)	How multiple conditions combine
WHERE	A condition row: a field (such as Client Name), an operator (such as Is), and Value
+ Add condition	Adds another condition
Trash icon	Removes that condition
You have unapplied changes.	Shown before you apply
Clear filters	Clears the filters
Apply filters	Applies the filters

Template names are confirmed on this screen. This guide does not describe the result of each template until those results are captured.

The table shows the matching clients. Open View Profile from the row menu when you need Client Detail.