Viewing your clients

The Clients list is a powerful table that gives you a bird's-eye view of your customer base.

To add a new person to this list, see Adding a new client.

The clients list

When you open the Clients section, you will see a table of all clients associated with your agency. The table typically displays:

• Name & contact: Profile picture, full name, and contact number.
• Stats: number of bookings, amount spent, and amount due.
• Trip dates: The date of their first and most recent trip with you.

Clicking on a client row opens their Client details page.

Searching

The Search Bar at the top allows you to find a specific person instantly. You can search by:

• Name: first or last name.
• Contact number: the client's contact number.

Filtering

Filters let you segment your clients based on bookings, spending, trip dates, and tags—making it easy to target the right audience for marketing or management.

Sorting

Clicking on the column headers allows you to sort the list. You can sort ascending or descending by all columns that have the icon next to them.