It is important to be able to view your client list in a few ways and find clients quickly. You can find clients a number of quick and easy ways:
1. List all Active Clients.
2. List all clients by the first letter of their last name.
3. Using targeted search.
Tip: Client search helps you find a client when, for example, you only have a phone number..
How Do I View All Active Clients?
Navigation: Clients
Step 1
- Do not enter text in the search box. Click "Show All" or "Go" to the right of the search box.
Step 2
- ALL clients will populate in the list.
- Click a Client Name to access their Client Account.
Tip: Viewing a list of all of your clients is helpful when you need to email all clients, for example about a price increase or policy change.
How Do I Find a Client Alphabetically?
Navigation: Clients
- Click on a letter of the alphabet to view all clients with their last name beginning with that letter.
- Click the Client Name to access their Client Account.
How Do I Search for a Client?
Navigation: Clients
- Enter 3 or more characters (i.e. type "cas") into the Search box, click "Go."
- Search Results List will display all matches where "cas" appears, such as: last name "Casson," pet name "Case," alternate contact "Casey," or email address "Linda@casio.com."
- Click the Client Name to access their Client Account.
Tip: Client Search allows you to search for a specific client, by any of these fields, it returns all matches, which is helpful when a client emails and you only have their email or can only recall a pet name:
- Client First Name and Alternative Contact First Name
- Client Last Name and Alternative Contact Last Name
- Pet Name
- Client & Alternative Contact Email Addresses
- Landline or Mobile Phone Numbers
Note: To include Inactive clients in Search Results, check "Include inactive clients."Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article