Your Clients List

The Clients page lists your client Journeys, and can be sorted in ascending or descending order based on a number of columns.

Filter by Profile

Enter search terms, to filter to journeys of clients with profile details (eg. first name, last name, email address, city, state) matching any of the entered search terms.

Filter by Assigned Provider (teams only)

Search for and select a member of this team, to filter to client journeys that are assigned to them.

Show Team Clients (personal clients area)

Enabling this option includes client journeys belonging to your teams, if those journeys are assigned to you.

Filter by Label or Status

Select an option in the label and/or status filters, to exclude client journeys not relevant to those values.

Sort Rows by Column

Click on an applicable column (having the ↕️indicator) to sort by that column in ascending order. Click again on the same column to switch to descending order.

Open a Client's Journey

Click or press on a row, to open that journey.

Journey Actions

One or more of these actions may be unavailable, depending on your team role (eg. 'Participant').

• Message Icon: Send a message to the client
• Pencil Icon: Edit the client journey type and status
• Plus Icon: Create a new journey with the same client
• User Icon: Assign a provider from the team, or assign yourself to the client

Archive and Settings

• View Archive: View and restore any archived clients
• Settings: Adjust general settings related to clients, such as defaults and automations