POWER Search

With POWER Search, you can create custom search criteria to filter the clients displayed in your client list and in most reports. Unlike advanced filters, your custom POWER Searches can be saved for future use and shared with other staff members. 

NoteThe POWER Search feature should not be mistaken for an advanced filter. POWER Search has client-specific search criteria such as age, birthday, body measurements, or account information that will return any records belonging to the clients that meet the selected criteria.

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