Clients

Browse, search, and filter your client list, then jump into any client’s profile or take quick actions like booking or sending an offer.

Clients is your list of everyone your clinic serves. Open it from Clients in the sidebar. From here you can see who’s active, who’s slipping away, and who’s brand new, and you can act on any of them without leaving the list.

Screenshot: the Clients list with the stat cards across the top, the search and Grid/List toolbar, and client cards below.

Two tabs: All Clients and Acquisition

At the top of the page you’ll find two tabs:

• All Clients: every client on your books. This is the tab you’ll use most.
• Acquisition: where your new clients are coming from, so you can see how well referrals and your join QR code are working. It’s also where you import a client list, see Acquisition below.

If you have more than one location, the list respects the location you’ve selected in the top bar. Owners can switch between branches; managers and staff see their own branch.

The stat cards are filters

Across the top of All Clients are five stat cards. Each one shows a count, and each one is clickable. Select a card to instantly filter the list to just those clients. Select it again to clear the filter.

Card	Who it shows
Total clients	Everyone on your books
Active	Clients seen recently and engaging normally
New	Clients who joined recently
At risk	Clients last seen 31 to 90 days ago, still worth winning back
Churned	Clients last seen more than 90 days ago

Use At risk as your weekly to-do list. These are the clients most likely to respond to a win-back offer before they churn. You can send one straight from their profile, see Offers & rewards.

Find and filter clients

The toolbar under the stat cards is how you narrow the list down and change how it looks.

Search

Type in the search box to find a client by name, email, or phone number. Results update as you type.

Grid or list

Use the Grid / List toggle to switch how clients are shown:

• Grid shows each client as a card, good for scanning faces and headline numbers.
• List shows each client as a row: denser, sortable, and it unlocks bulk actions (see below).

Filters and sorting

Refine the list with:

• Status: filter by lifecycle stage (Active, New, At risk, Churned).
• Membership: show only members, or clients on a specific plan.
• Last visit: filter by how recently a client was seen.
• Sort by: reorder the list (for example, by most recently seen or most spent).

Screenshot: the toolbar close-up showing the search box, Grid/List toggle, and the Status, Membership, Last visit, and Sort by filters.

What’s on a card vs a row

Whether you’re in grid or list view, each client shows the three numbers that matter most at a glance:

Metric	What it means
Spent	Total the client has paid your clinic
Visits	How many times they’ve been in
Points	Their current loyalty points balance

Grid cards show these prominently under the client’s name and status. List rows show the same figures in columns so you can compare clients quickly.

Quick actions on each client

Every client has a menu of quick actions. On a card it’s the ⋮ menu; in a row it’s the actions at the end of the line. Without opening the full profile, you can:

• Book appointment: start a booking with this client pre-selected. See the appointments calendar.
• Send offer: open the offer builder already targeted at this client. See Offers & rewards.
• Custom plan: build a client-specific bundle for this client. See Custom plans.
• View profile: open the client’s full profile.

Bulk actions in list view

Switch to List view to work on several clients at once. Select the clients you want using the checkboxes, then choose a bulk action:

• Message: send a message to everyone you’ve selected.
• Export CSV: download the selected clients as a spreadsheet.

Bulk actions appear once you’ve selected at least one client in list view. In grid view, use each card’s ⋮ menu for one client at a time.

Acquisition

The Acquisition tab shows where your new clients came from, and it’s where you bring an existing client list into Zovi.

Import a client list

When you upload a spreadsheet of clients, you’re asked which branch these clients belong to before the import runs. A spreadsheet can’t tell Zovi which location a client belongs to, and guessing would file everyone under the wrong branch and skew their offers for good. Single-location clinics don’t see this step at all.

If a list spans two branches, import it twice, once per branch. If you genuinely don’t know, leaving the branch unset is safe: the client is asked to choose their own branch the first time they open the app.

Invites

Clients you import are invited automatically. Invites wait for your clinic’s evening send window, so they land at a sensible hour rather than the moment you finish the import.

• To get one out straight away, use the send now action on a queued row.
• Removing a queued row cancels that invite.

Open a client’s profile

Select any client, or use View profile from their menu, to open their full record. That’s where you’ll find their history, memberships, rewards, offers, and the complete client journey.

Open the client profile

Everything you can see and do for one client, tab by tab.