Ordering Clients However You Want, not just by name/date added etc.
The easiest way to keep track of which clients you've already checked in with and updated programs for is by going in the order they are listed in the client dashboard. You can organize that order by name/date added etc. However, the clients I want to check in with first are the ones who have been with me the longest or are the most active. "Date Added" orders clients from newest to oldest. If there was a way to organize them from oldest to newest that would be better in my opinion. It would also just be nice to be able to organize them however you choose. If you could just drag them into an order that makes sense for how you like to update their programs it will help a lot, especially as you get more clients.