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Managing Clients and Tags

Client management in PractaLuma is simple, whether you're handling 5 clients or 500.

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Written by Andrew Hargitay
Updated over 3 months ago

1. Add or search for clients

  • Click “Add Client” to enter new details (name, ID, pseudonym, etc.)

  • Use the global search bar to find clients instantly by name or tag

2. Use tags for smarter organisation

  • Add tags like:

    • Location (e.g., Fitzroy Clinic)

    • Risk level (e.g., High Risk)

    • Therapy type (e.g., CBT, NDIS)

  • Tags help you group and filter clients across your practice

3. Merge or archive

  • Merge duplicate client profiles manually

  • Archive inactive clients without losing their data

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