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How do I search and filter my client list?

Use the search bar, status chips, and type filter on the Clients page to narrow your list, or clear everything to see the full book.

Written by Justin Bossi

The Clients page has three ways to narrow your list: a search bar, status chips at the top, and a client type filter.

To search:

  1. Go to Clients in the sidebar.

  2. Type in the Search clients box at the top of the list.

  3. Results filter after a short pause (about half a second). Click the X in the search field to clear.

To filter by status:

Click one of the chips above the list:

  • All clients

  • Active

  • Inactive

  • Prospect

  • VIP

To filter by client type:

Use the Type dropdown to narrow by Luxury, Adventure, Family, or Business. Choose All Types to reset.

To clear everything at once:

Click Clear Filters. This button only appears when a filter or search is active.

Sorting:

Click any column header on desktop (Client, Status, and other sortable columns) to sort. Click again to reverse direction.

View mode:

On desktop the client list is a table. On mobile it switches to a card layout automatically. There's no manual toggle.

Empty results:

If nothing matches you'll see either "No clients yet. Add your first client to start building their travel history." (with a New Client button) or "No clients match these filters. Adjust the filters or clear them to see your full list." (with a Clear Filters button).

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