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