Manage your client list

Clients

Your client list holds everyone you work with — contact details, phone numbers,
addresses, and notes. Search and filter it from the Contacts area.

Add and organize

1. Go to Contacts and click New to add a client.
2. Fill in name, email, and phone. Add notes as needed.
3. Use tags to group clients (e.g. "prenatal", "athlete") — see
   Organize clients with tags.

Who can do this

Client records are admin-only today — you must be an account admin to view or manage
clients. See User roles and permissions.

Tips

• Clients are private to your practice. Records are not shared across accounts.