Trova provides filtering options in the Clients section to help you manage and view your client list more easily.
To filter clients:
Go to Clients from the main menu
Use the filter dropdown to select a view
Filter options
You can filter clients by:
All Clients
Displays your full client list, including Active and Archived clients
Active Clients
Shows clients you are currently working with
These clients can be searched, booked, and billed
Archived Clients
Shows clients you have manually archived
These clients cannot be searched, booked, or billed
Why this is helpful
Filtering allows you to:
Quickly find specific groups of clients
Keep your client list organized
Focus on active clients while still accessing archived records when needed
If you need help managing your clients, please contact our support team at support@trova.health.