The Clients page lets you browse, search, and filter your full client list. You can use this guide when you need to find a specific client by name or email, or when you want to narrow results by status, type, or date range. By the end, you'll be able to locate any client quickly using search, filters, and sorting options.
Before You Start
Know what you're looking for (name, email, or specific criteria)
Understand client statuses: Active, Inactive, Prospect, VIP
Viewing All Clients
Click Clients in the left sidebar
Your client list appears with 10 clients per page as a default, but you can expand this to 20, 25, 30, 40, or 50.
Use the pagination controls at the bottom to see more clients
The list shows:
Client type
Client name (and client since date)
Email address
Phone number
Last trip
Total trips
Total spent
Status badge
Quick action buttons (View, Email, Edit, Delete)
Searching for Specific Clients
Quick Search
Type in the search box at the top of the client list
Search works across:
First name
Last name
Email address
Results appear in real-time as you type
Example: Type "john" to find John Smith, Johnny Rogers, or anyone with "john" in their email.
Advanced Filtering
Status - Active, Inactive, Prospect, VIP
Client type - Individual, Corporate, Group
Sorting Results
Click any column header to sort by that field:
Type (Ascending or Descending)
Client (First or last name, or client since - Ascending or Descending)
Email (Ascending or Descending)
Phone number (Ascending or Descending)
Last trip (Ascending or Descending)
Total trips (Ascending or Descending)
Total spent (Ascending or Descending)
Status (Ascending or Descending)
Quick Actions
Each client row has action buttons:
Button | What It Does |
View | Opens the full client profile |
Edit | Opens the edit form for client details |
Starts composing an email to the client | |
Delete | Will delete the client from your CRM |
Common Issues
Problem | Solution |
Search returns no results | Check spelling or try searching by email instead of name |
Filters not working | Click Reset Filters and try again |
Understanding Status Badges
Status | Meaning |
Active | Current client with active bookings or recent contact |
Inactive | Past client with no recent activity |
Prospect | Potential client not yet booked |
VIP | High-value client requiring special attention |