How to Filter Clients in the Dashboard

In the Clientbook Dashboard, you can easily filter your list of clients based on specific criteria. You can filter by clients in specific stores, assigned to specific associates, and with specific tags on their profile. To filter your client list, follow the instructions provided below:

1. Click on the Clients tab at the top of the Dashboard.

2. Click on the Filters icon located above the list of client names on the left hand side of the page.

3. Select your parameters and your list will then filter by the parameters set. (In this example, the client list is filtered by a specific tag).

Your client list will then show only the client profiles that fit the parameters that you have set. You can easily remove the filter by once again, clicking on the Filters icon and selecting Clear.

If you have any questions regarding the Dashboard, reach out to our Customer Support Team at [phone] or [e-mail].