Finding a client
The filters down the left of your roster — who is paying, whose access is about to run out, who has no plan — and how to save a filtered list as a link.
Your roster grows faster than your memory of it. The column down the left of the Clients list is how you ask it questions: who is paying, whose access runs out this week, who has been sitting there for a month with no plan.
Every answer is a real query. Nothing on this column narrows only the page you are looking at, so a count under the list is a count of everybody who matches, not of the twenty rows on screen.
The column, group by group
View is which roster you are on — full Clients, Low ticket members, Leads, or Archived. One of these is always on; there is no such thing as a list showing neither. The three tiers never mix, and what separates them is in Leads and low-ticket members.
Stage is your own lifecycle stages, with a count beside each. Pick more than one to widen.
Labels are your own tags. Pick several and a small switch appears underneath: any of them, or all of them.
Purchase splits the roster in two: who has something live, and who does not. “No active purchase” is a real question, not the absence of a filter — it is the list you work when you want to know who has quietly lapsed.
Expiring in counts forward from today over access that ENDS on a date. Pick a preset, or hit Custom and type a number of days. This is the list to check on a Monday.
Purchased in counts backwards: who bought in the last 7, 14, 30, 60 or 90 days. New money, and the people most worth a check-in.
Program answers whether a client has a live plan at all. No program on a paying client is the most useful two-filter combination on this screen.
A filtered list is a link
Everything you pick goes into the address bar, so a narrowed list can be bookmarked or sent to a colleague and it opens on exactly the same set. The search box, the sort field and its direction, and how many rows per page all travel the same way.
Search
Search matches a first name, a last name, the two together, or an email, and it tolerates typos and accents — Jelena Radovic finds Jelena Radović. While a search is running the list is ordered by how well each row matches rather than by your chosen sort, so the closest name is first.
When the list looks wrong
If a filtered list looks emptier than you expect, read the row of chips above it: every filter that is narrowing the list has one, and clicking its x removes just that one.