Skip to main content
The client list is the single place a person is created, found and edited. Every other part of the product — appointments, notes, billing, documents — reads from it.

​
What the list gives you

The page is headed Clients Management, with four figures across the top: Below them sits the list itself. The toolbar carries Import, Export and Create client; the row above the table carries Search clients…, the Client status, Billing type and Waitlist filters, and a Sort control offering Sort by last name, Sort by first name and Sort by date added. A practice with no records yet gets Your client registry is empty instead of a table, offering three ways forward: Explore with sample clients, Import clients and Add your first client. The sample tour is for clicking around in — nothing in it is a real person, and nothing you do there reaches a real record.

​
Add one client

1

Select Create client

The intake sheet opens over the list. It runs to three steps and shows its position as Step 1 of 3 • Basic information.
2

Enter who they are

Legal first name and Legal last name are required; name they go by, gender and date of birth are worth filling but optional. Enter what you have — the record is editable forever and a booking does not wait on a complete profile.
3

Set how they pay and their status

Billing type is Self-pay or Insurance, set separately for individual and group appointments. Status is required: Active or Prospective.
4

Save

Select Create client. The toast reads Client created successfully! and they appear in the list.
The full intake form, field by field, is walked through in Add your first client.

​
Open or edit a record

Select the ⋯ menu at the end of a row:
  • View details opens the full chart — visits, documents, billing, files. See The client chart.
  • Edit reopens the record for changes.

​
Work the self-registration waitlist

If people can register themselves, their requests arrive as a waitlist rather than as live records. Anyone waiting carries a Waitlist badge, and the Waitlist filter shows only them. Then use the row menu:
  • Approve request opens Approve client request — “They’ll become an active client in your clinic.” Confirm with Approve.
  • Decline request archives it and removes it from the waitlist. It does not notify the person who asked.
The approval dialog carries an Enable client portal access checkbox — “Lets them sign in via magic link to view records, book appointments, and message your team.”
That checkbox is ticked by default, so approving someone normally grants portal access as well as creating the record. Untick it if you do not want them signing in yet. See Turn on the patient portal.

​
Import and export a list

Import opens Bulk-import patients — “Upload a CSV to register multiple patients in this clinic at once. Each row creates one adult patient with primary contact info.” Start from Start from the template so your columns match, upload the file, check the Preview, then run it. The Result panel reports Submitted, Created and Failed, and failed rows come back as their own CSV you can fix and re-upload. Export opens Export patient registry and downloads every record as a single file. Import in one pass rather than in fragments — a half-imported list is harder to reconcile than a missing one.

​
Check it worked

  • The client appears in the list and can be found by searching their name.
  • Opening View details shows the details you entered.
  • They can be selected when booking an appointment and when writing a note.
  • An approved waitlist request is gone from the Waitlist filter and present in the main list.

​
If something goes wrong

Check whether a Client status, Billing type or Waitlist filter is still applied from earlier, and clear it. Each filter carries a Clear filter item at the bottom of its menu.
You have reached your plan’s record limit. Hovering the disabled button shows the upgrade prompt. See Change your plan.
The Enable client portal access checkbox was unticked at approval. Open the record and grant access from there — see Turn on the patient portal.
The sheet gives you the failures as their own CSV. Correct those rows and upload that file — do not re-upload the whole list, or you will create duplicates of the rows that already worked.
That is Explore with sample clients. It is a preview of the screen, separate from your real list, and nothing in it is saved to your clinic.