Client Management

The client list is paginated and searched server-side; each record holds the responsible practitioner, contact details and date added. Practitioners see only their own clients and those shared with them. Clients also have their own account on the customer site.

Location in the panel: /clients

Key capabilities

Client record

Full name, phone, email, date of birth, gender, address, appointment type, responsible practitioner and notes. Adding a client generates a password and sends the welcome email.

Search and pagination

The list is paginated server-side; instant search over name, email and phone. Row checkboxes for bulk selection.

Share and transfer

Sharing lets a second practitioner see the client while the responsible practitioner stays the same; transferring changes the responsible practitioner. For one client or in bulk for the selected ones.

Appointment history

The calendar button on the client row opens all their sessions in a monthly calendar; admins edit the date, practitioner and therapy type from there.

Permission column for practitioners

A practitioner account sees the 'Responsible' vs 'Shared' distinction in the list; editing and transferring are only possible for clients they are responsible for.

The client's site account

Clients sign in on the site: update their details, read notifications, see sessions on My Appointments, pick suitable days when date selection is left to them, and pay a pending package by card.

Screens from the app

These are real application screens; every person, appointment and contact detail shown is synthetic sample data and contains no customer data. The application UI is Turkish. Screen capture date: 19 October 2026.

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