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.

✅ 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.

🔽 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.

📤 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."

🔀 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

➕ 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.

Updated on: 19/06/2026