> ## Documentation Index > Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # 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. The Clients list showing stat cards and a grid of client cards ## 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](#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](/clients/offers-and-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). The Clients toolbar with search, view toggle, and 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](/appointments/calendar). * **Send offer**: open the offer builder already targeted at this client. See [Offers & rewards](/clients/offers-and-rewards). * **Custom plan**: build a client-specific bundle for this client. See [Custom plans](/clients/custom-plans). * **View profile**: open the client's full [profile](/clients/client-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. Everything you can see and do for one client, tab by tab.