Module 2
Database Overview
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
-
Open the SidebarClick Clients in the sidebar navigation (or tap the hamburger menu on mobile first).
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View the Client TableThe 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:
| Column | Description |
|---|---|
| Client ID | Unique identifier (e.g., BL-00000042) |
| Name | First and last name |
| Primary email address | |
| Phone | Primary phone number |
| Status | Active, Inactive, or VIP |
| Location | Home location for this client |
| Last Visit | Date of most recent check-in |
| Balance | Outstanding 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
| Action | How |
|---|---|
| Open database | Sidebar → Clients |
| Sort by column | Click column header |
| Open a client | Click the client's row |
| Change page | Use pagination controls at bottom |