Clients

The Clients page is your digital contact book — everyone who's ever booked an appointment (or been booked for one) lives here. It's organized, searchable, and saves you from rummaging through sticky notes or old text messages.

Overview

Clients are organized by company. Each company maintains its own client list, so your businesses stay neatly separated. From here you can browse, search, create new clients, and quickly reach out to existing ones.

Switching Companies

If you manage multiple companies, use the segmented control at the top of the page to switch between them. Each company's client list is independent, so switching companies will show you a completely different set of clients.

Client List

Clients are displayed as cards, with 10 per page. Each card shows you everything you need at a glance:

• Avatar — pulled from Gravatar if available, with a small badge indicating the client's confirmation status
• Name — first and last name
• Phone number — the client's primary contact number
• Email — if one was provided
• Language tag — the client's preferred language
• Quick-action buttons:
  • Send email — opens your email client with the address pre-filled
  • Make a phone call — initiates a call to the client's number

Creating a Client

Click "Create a new client" to open a side panel with the client form. Fill in the following:

Field	Required	Details
Phone number	Yes	Format: +1234567890
Email	No	Standard email format
First name	Yes	2-32 characters
Last name	No	Optional but helpful for telling your Annas apart
Language	Yes	Choose from 10 supported languages

Click "Create" to add the client to your company's list.

TIP

Clients created inline from the Calendar's appointment form also appear here. No need to create them twice — we've got you covered.

Searching & Filtering

Have hundreds of clients? No problem. Click to expand the search panel and filter by:

• Phone number
• Email
• First name
• Last name

Click "Search" to apply your filters, or "Reset" to clear them and start fresh. You can combine multiple filters to narrow things down further.

Pagination

When your client list spans multiple pages, use the pagination controls at the bottom to navigate between pages. The total count of matching clients is displayed, so you always know how many results you're working with.

INFO

The client list respects your current search filters. If the count looks lower than expected, check whether you have an active filter applied.