Finding a Client

There are three ways to find a client and make them your active selection.

1. Keyboard shortcut — press Alt + K (Option + K on a Mac) to open search from anywhere, type a name, and jump straight to the client.
2. Client dropdown — the client selector in the top bar. Open it to search by name, email, or phone, and to see your recent clients.
3. Client Directory — the full, browsable list of clients from the left side menu, useful when you want to search and scan rather than jump.

All three search by name, email, or phone. Whichever you use, selecting a client makes them your active client so the profile, interactions, and actions all follow along.

Tip

The keyboard shortcut is the fastest way to switch clients mid-task without losing your place.