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Sorting your Client List
Sorting your Client List

How to sort and filter your clients according to name, email, phone number, appt payments, sales and invoices and latest appointment date

Caro Syson avatar
Written by Caro Syson
Updated over 3 years ago

In the Clients Screen you can see all the clients you've added.

  • You can choose how they will be displayed on the screen and change the view to suit your preference - gallery or list view.

Gallery View

List View

  • Sort your clients according to the names, number of appointments, sales, payments, messages and invoices.

EXAMPLE: See your highest paying clients by sorting by Payments made

PROTIP: If you click on the green Full name button in the dropdown menu to sort your clients, it will sort alphabetically from A to Z.

Clicking on the same Full name sort button again will then swap the list alphabetically from Z to A.

This is the same for all sorting categories

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