To manage your clients, go to My Clients page at the top of your dashboard.


There are 5 things you can do on this page:


  1. See ALL of your clients across all the groups

  2. Download (or “export”) a list of clients

  3. Email selected clients

  4. Delete or deactivate them from specific groups

  5. Delete or deactivate them from your account

  6. Keep session notes for your 1-on-1 clients


Watch this short video to see it in action.




Related Articles:


I deactivated a client but the client count is still the same!

How can I delete clients' files?

How do I keep notes of my sessions with 1-on-1 clients?