How to Filter and Sort Your Clients List

The Clients page now includes filter and sort controls that make it easier to find the right clients — especially useful for larger businesses with many client profiles.

In This Article

• Who can use this feature?
• Filtering the Client List
• Sorting the Client List

Who can use this feature?

• Pike13 Plans: ✅ Premium, ✅ Advanced, ✅ Essential
• User Roles: ✅ Primary Owner, ✅ Owner, ✅ Manager, ✅ Staff, ❌ Limited Staff

Filtering Your Clients List

To filter the Clients list:

1. Go to Clients at the top of the page.
2. Click the Filter options to narrow your list by any of the following:
• Membership, Pass, or Plan — Show only clients currently holding a specific membership, pass, or plan.
• Upcoming Scheduled Events — Show only clients who have upcoming enrollments.
• Date of Birth Range — Filter clients by a birthday range, including specific day ranges (e.g., January 1 – February 1).
3. Filters can be combined with each other and with the search box for more targeted results.

Sorting Your Clients List

To sort the Clients list:

1. Go to Clients at the top of the page.
2. Use the Sort control to order your list by:
• Most Recently Created (default)
• First Name
• Last Name