Managing Clients

Overview

The Clients section gives you a real-time view of everyone signed up to your platform. You can search, filter by plan or status, and see when each client was last active.

1. View Your Client List

1. In the sidebar, click Clients.
2. You’ll see a table with the following columns:
   • Name — The client’s full name.
   • Email — Their email address.
   • Plan — The subscription tier they’re on (Free, Basic, or Premium).
   • Status — Their subscription status (Active, Cancelled, or Past Due).
   • Last Active — When they last used your app.
   • Joined — When they created their account.

2. Search and Filter

Use the controls above the table to find specific clients:

• Search box — Type a name or email to search across your client list.
• Plan filter — Show all plans, or narrow to Free, Basic, or Premium clients only.
• Status filter — Show all statuses, or filter to Active, Cancelled, or Past Due subscriptions.

The table shows 10 clients per page. Use the Previous and Next buttons at the bottom to navigate through pages.

3. Understanding Client Statuses

4. When Clients Appear

Clients appear in this list once they sign up to your platform through your public site or mobile app. If you don’t see any clients yet, the page will show a message: “Clients will appear here once they sign up for your app.”