The Master Client Database stores every client's profile, contact details, billing history, and visit records. This lesson gives you a tour of the interface so you know where everything is.

Accessing the Database

  1. Open the Sidebar
    Click Clients in the sidebar navigation (or tap the hamburger menu on mobile first).
  2. View the Client Table
    The main area shows a data table with all clients for your selected location. Each row is one client record.

Table Layout

The client table shows columns that you can sort, resize, and reorder:

ColumnDescription
Client IDUnique identifier (e.g., BL-00000042)
NameFirst and last name
EmailPrimary email address
PhonePrimary phone number
StatusActive, Inactive, or VIP
LocationHome location for this client
Last VisitDate of most recent check-in
BalanceOutstanding balance (if any)

Click any column header to sort the table by that column. Click again to reverse the sort order.

Summary Statistics

Above the table, you'll see summary cards showing:

  • Total Clients — Count of all records at this location
  • Active Clients — Currently active clients
  • New This Month — Clients added in the current month
  • Outstanding Balances — Total unpaid balances

Pagination & Loading

The database loads records in pages (typically 50 per page) for performance. Use the pagination controls at the bottom to navigate between pages, or use search to find a specific client directly.

Quick Reference

ActionHow
Open databaseSidebar → Clients
Sort by columnClick column header
Open a clientClick the client's row
Change pageUse pagination controls at bottom