> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Browse & search clients

The client's view is the core of MERIDIQ. From here, you have a complete list of all registered clients, with tools to search, sort, filter, export, merge and add clients manually.

| 📍 Where to find this: Main menu → Clients

## ✅ What you can do

* View and scroll through your complete client list
* Search clients by name, email or other details
* Sort and filter clients by status, date or name
* Customise which columns are visible using Show Fields
* Export all clients or a single client's records
* Merge two duplicate client profiles
* Add a new client manually

## 🔍 Search for a client

1. Click the **Clients** menu from the main navigation.
2. Use the **Search bar** at the top-left to type a client's name, email or other details.
3. The list updates automatically as you type.

![Clients List](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_187bp8f.png =650x264)

## 🔽 Sort & filter clients

1. Click the **Clients** menu.
2. Use the **Last Added** dropdown to sort clients by:
* Last Added, Last Updated, Last Viewed, Not Signed, Needs Prescription, Prescribed, A-Z, Z-A
3. Use the **Active** dropdown to filter by client status:
* All, Active, Inactive, Same Personal ID.

## 👁️ Customise visible columns (Show Fields)

1. Click the **Clients** menu.
2. Click the **Show Fields** button.
3. Toggle the checkboxes on or off to show or hide the following columns:

Date of Birth, Mobile Number, Swedish Personal ID, Occupation, Street Address, City, State, Country, Zip Code, E-mail, Danish CPR Number.

![Show Fields](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1kn99gj.png =650x511)

## 📤 Export clients

### Export all clients

1. Click the **Clients** menu.
2. Click the **Export** button to download all client data as a file.

### Export a single client's records

1. Click the **Clients** menu.
2. Locate the client you want to export.
3. Click the **Download** icon on the far right of the client's row.
4. A pop-up confirms: *"Your request has been added to the queue. Once the download is ready, you will receive a notification."*

![Single Client Download](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_sesady.png =650x327)

![Download Notification](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_6koku2.png =500x507)

|| ℹ️ If you click the download icon again for the same client, a pop-up will appear with two options: **Download (Client Name).zip** to re-download the existing file, or **Generate New** to create a fresh export.

![Same Client Download](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_138uzuq.png =650x486)

## 🔀 Merge duplicate clients

1. Click the **Clients** menu.
2. Click the **Merge** button.
3. Select exactly **2 clients** to merge.
4. Confirm which profile to keep as the primary record.
5. Click **Confirm Merge**.

The following data is transferred from the secondary profile to the primary:

* Media
* Procedures
* Notes & Files
* Letter of Consents
* Booking Records (past, ongoing and future)
* Payment Details
* Questionnaires (all PDFs transferred)
* Send information (records only — no emails re-sent)
* All log files

![Merge from the Client List](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1bqq25q.png =650x269)

![Merge Client Accounts](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1btr06e.png =500x811)

||| **⚠️ Merging is permanent.** The secondary profile is removed and cannot be recovered. Only 2 clients can be selected for a merge at a time.

## ➕ Add a client manually

There are three ways to add a client in MERIDIQ:

1. **Manually** — described below
2. **Registration Portal** — client fills in their own details online
3. **Booking Portal** — client is added automatically when they create a booking

To add a client manually:

1. Click the **Clients** menu.
2. Click the **+Add** button in the upper-right corner.
3. Fill in the required personal information fields.
4. Click **Submit** — the client is now available in MERIDIQ.

![Client List](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_hcppc3.png =650x273)

![New Client](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_zxq6ib.png =650x507)

| 💡 To set up the Registration Portal, see [Client registration portal](https://help.meridiq.com/en/article/client-registration-portal-y5g7yp/). To configure the Booking Portal, see [Online booking portal for clients](https://help.meridiq.com/en/article/online-booking-portal-for-clients-mlni3z/).