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Manage clients

List, filters, detail tabs, and quick actions in the clients area.

Updated 25 Jul 2026 · 5 min

Manage clients

Under Clients you keep the overview.

List and filters

  • Search by name
  • Filters: All / Active / Completed

Client detail

The detail view includes:

  • Overview (profile, to-dos, notes, appointments, alerts)
  • Pregnancy
  • Child & birth
  • Services
  • Documents

Quick actions

From the profile you can start chat, phone, video, or create an appointment.

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