Client Management

The Client Management section is your central hub for organizing and communicating with your clients.

Accessing clients

1. Click Clients in the sidebar under Daily Operations
2. The page shows your client list and any pending connection requests

Connection requests

When a client finds you on Senavida and sends a connection request, it appears at the top of the page:

• Accept — adds the client to your list with “Active” status
• Decline — rejects the request

Client list

Searching and filtering

• Search bar — find clients by name, email, or phone number
• Status filter — All, Active, Inactive, Pending, Archived

Client table columns

Column	What It Shows
Name	Client’s first and last name
Email	Email address
Phone	Phone number
Status	Active, Inactive, Pending, or Archived
Join Date	When the client was added
Last Appt	Most recent appointment date
Last Session	Most recent session note date
Actions	Quick action buttons

Quick actions

• Message — open a conversation
• Invite / Resend — send or resend a portal invitation
• Edit — modify client information
• Delete — remove the client
• View Client — full client profile
• Start New Session — begin a session note
• View All Sessions — see session history

Adding clients

Single client

1. Click Add Client
2. Fill in:
   • First Name and Last Name (required)
   • Email, Phone, Date of Birth, Status, Notes (optional)
   • Emergency Contact Name and Phone (optional)
3. Click Add Client

What happens:

• If the email belongs to an existing Senavida user, a connection request is sent
• If the email is new, the client is added as “Pending” and an invitation email is sent
• If no email is provided, the client is added directly

Portal invitations

Invite clients to create their own Senavida account:

1. Click the mail icon next to any uninvited client
2. Confirm or enter their email address
3. Optionally add a personal message (up to 500 characters)
4. Click Send Invitation — links expire after 7 days

Bulk invitations

1. Select multiple clients using checkboxes
2. Click Invite X Client(s) in the batch action bar
3. Add an optional shared message
4. Click Send — a progress bar shows results

Client statuses

Status	Meaning
Active	Connected and active relationship
Inactive	Temporarily inactive
Pending	Invitation sent, awaiting acceptance
Archived	Relationship ended or client archived

Pagination

Control how many clients appear per page (10, 25, 50, or 100) using the selector at the bottom.