Clients
Find an assigned client and open their record on the right.
Where this is: Left column headed Clients. This is the screen you see right after sign-in.
Step 1. Search
Type a last name, first name, or email in Client search. An empty search shows everyone assigned to you.
Step 2. Change the order
The list starts by last name, then first name. Click Newest to put the latest clients first, then A-Z to go back.
Step 3. Open a client
Click a name. Their record opens on the right: Client summary, Client profile, Client notes, Manage subscription, Audio lineup, Goals for Gold members, Rotation order for Platinum Managed members, and Recent activity.
Step 4. If the list is empty
Use Add new member to create an account assigned to you, or ask an admin to assign an existing member.