Find and filter contacts

Who can do this: Staff with contacts access
Where to find it: Contacts (/business/contacts)

Search, sort and filter your contacts list.

Steps

1. Use Search contacts… to find a contact.
2. Sort by Name, Email, Phone, Tags or Date Created.
3. Select the filter icon to the right of the search box. In the Options panel, choose filters such as Client Profile Created, Had First Appointment, Had Appointment With, Last Appointment, Future Appointment, Had Service, Had Service In Category, Gender, Referred By or Tag.

4. Select Apply Filter.

Result

The list shows only the contacts you need.