Client List and Filtering
Learn about view modes, search, filtering, sorting options, and pagination features in the client list step by step.
Overview
The client list is the central hub for managing all your clients. From here you can view, search, filter, and access client detail pages. The list supports both card and table view modes.
View Modes
The client list offers two different view modes. You can choose the mode that best suits your needs.
Card View
Clients are displayed in a grid with avatars, names, and status labels. Ideal for a visual overview.
Table View
Clients are displayed in detailed rows with columns (name, status, last session, next appointment, goals, balance). Ideal for quick comparison.
Search
You can perform real-time search in the client list. Search works case-insensitively across first and last names.
Real-time Search
Results are filtered instantly as you type.
Case Insensitive
You can find the same client by typing "ali" or "Ali".
Name and Surname
Search works across both first and last names.
Status Filters
Clients can be filtered by three main statuses. Each tab shows the count of clients in that status.
Active
Clients you are currently actively following
Archived
Clients whose therapy is completed or temporarily paused
Trash
Deleted clients (can be restored from here before permanent deletion)
Empty State
An informational message is displayed when no clients match the selected filters.
- If no clients have been added yet, you can create your first record with the "New Client" button.
- If no clients match the search or filters, you can clear the filters to see the full list.
Status Labels Filter
You can filter clients more granularly using status labels. Use the multi-select dropdown to select multiple labels (risk levels, progress markers, etc.) to find the clients you need.
Multi-select Dropdown
You can filter by selecting multiple status labels simultaneously.
Risk and Progress
You can use different label types such as risk levels and progress markers.
Sorting Options
You can sort the client list by 8 different criteria:
Name (A-Z)
Alphabetical ascending order
Name (Z-A)
Alphabetical descending order
Next Appointment
Sort by closest upcoming appointment
Last Session
Sort by most recent session date
Goal Success Rate
Sort by goal completion percentage
Balance
Sort by client balance
Created Date
Sort by record creation date
Updated Date
Sort by last update date
Displayed Information
In both view modes (card and table), the following information is shown for each client:
Avatar with Initials
Auto-generated avatar from the first and last name initials
Client Name
Client's full name and surname
Client Status
Status badge such as In Progress or Archived
Status Labels
First 2 labels are displayed, if there are more a count is shown (+N).
Last Session
Date of the most recent session
Next Appointment
Date of the next scheduled appointment
Goals
Completed/total goal count with a progress bar
Balance
Client's current balance (highlighted in red if outstanding)
Actions Menu
Quick access to edit, archive, delete actions via the three-dot menu
Pagination
The client list is loaded with pagination. For performance, 20 clients are shown at a time. When any filter, search, or sort option changes, the list resets and the first 20 matching results are loaded.
Load More
Click the button at the bottom of the list or scroll down to load the next 20 clients.
Filter Reset
When search, status filter, label filter, or sort order changes, the list resets and shows the first 20 results matching the new criteria.