Search your clients

Last updated 29 April 2026

Use the search field at the top of the Clients directory to find an individual client by name or email.

Steps

1. Open the Clients directory.
2. Type a name or email into the Search field.
3. The list filters as you type — click the matching client to open their record.
4. If you can't see the client, clear any active filters (such as archived status) and try again.

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