Organize clients lists
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
AdminSarah M
(Admin, theranest)
shared this idea
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Daniel Tshibangu
commented
We archive clients who have completed our training sessions, yet we also archive those who have left our practice, paused their therapy sessions etc.
In a year, we could have 100 archived clients, but they are heavily disorganized.
Allow us at least to place archived clients into customizable groups while still being archived.
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Riesa Fischer
commented
Would like a way to remove clients who do not attend individual sessions but are in groups to have a separate classification as to make the client list less cluttered.
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Brittney Evans
commented
I would like a way to sort my active clients into different sub-groups. For instance, I have clients on my caseload who are members of ongoing workshop I lead, as well as individual clients. I would love to be able to view these clients in separate lists, and it would be very helpful for organizing my active clients!