Clients

The main dashboard screen provides an overview of your clients. This section explains the features and functionalities available in the Clients Overview.

Home screen

Location: Top bar → Clients

The client home screen has a sidebar of action buttons on the left (New client, Cloud import, Import file) and the client list on the right, with search and the Grid/List toggle below it.

Layout Options

You can customize the view of your clients by switching between two display options:

1. Grid Layout
2. List Layout

Choose the layout that best suits your preferences and workflow. Your choice is remembered between sessions.

Search Functionality

tip

Use the search feature to quickly locate specific clients or projects.

The search bar allows you to easily find your designs by searching for:

• Clients (name, client number)
• Project titles

A dropdown next to the search field switches what you're searching:

Option	Searches
Clients	Client name or client number
Projects	Project name

Client list columns

The list view shows these columns:

Column	Description
#	Internal client ID
Name	Client's full name, click to open the client page
Date of birth
Referrer	Referring physician or institution
Client number	Your own reference number for the client
Status	Active / Inactive
Open	Opens the client page

Project search results

When you switch the search dropdown to Projects, the results table shows project columns instead of client columns:

Column	Description
#	Internal project ID
Name	The client's name, click to open the client page
Project	Project name, click to open the project
Created on	Date and time the project was created
By	Who created the project
Status	Unknown / Active / Archived / In production / Ordered
Open	Opens the project

tip

Some column headers are shorter than the content they hold. The client-name column is just labelled Name, and the creator column is labelled By.

Importing clients

Besides adding clients one at a time, the home screen offers bulk options:

Button	Function
Cloud import	Opens the cloud import dialog
Import file	Import client data from a .csv or .json file

Client Management

You can manage your clients through the following actions:

1. Adding new clients
2. Editing existing client information
3. Deleting clients

Client Stages

Clients are assigned different stages based on the production status of their designs:

• Active: When a new design is created for a client
• Inactive: When designs are produced and no active action is required from the designer

note

The client stage automatically updates as the production status changes.

Client View Settings

Customizing Client Information

You can adjust the amount of client information displayed by changing the "Client view" setting in the Settings.

To modify the client view:

1. Open Settings from the account dropdown at the top right
2. Locate the "Client view" option in the "Basic" tab
3. Choose between:
   • Compact: Displays basic information (Name, Date of Birth, Client number, and Notes)
   • Extensive: Allows you to enter more detailed client information

warning

Switching between view modes may affect the visibility of certain client details.

Creating a client

Location: Home screen → New client

tip

No field is required. You can save a client with any subset of fields filled in. A name or client number is usually enough to find them again later.

Which fields you see is controlled by the Client view setting (Compact / Extensive) in Settings → General. See Client View Settings above. There is no separate toggle on the form itself.

Compact view

Field	Notes
First name
Last name
Date of birth
Client number
Notes

Buttons: Cancel (returns to the home screen) and Add (creates the client).

Extensive view

The extensive view adds two further sections.

Client info

Field	Notes
First name
Insertion	Middle name / name particle (e.g. "van", "de")
Last name
Sex	Unknown / Male / Female
Prefix	Name prefix or title
Initials
Date of birth
Fiscal Code	Citizen service number (BSN)
ID Type	Unknown / Passport / ID card / Drivers license / Aliens Document
ID number
Client number
Health insurance number
Health insurer
Referrer
Notes

Address and contact details

Field	Notes
Street name
House number + addition
Postal Code
City
Country	Dropdown, all countries
E-mail address
Phone number

Buttons: Cancel and Add.

The client page

Location: Home screen → Open

What the top of the client page shows depends on the Client view setting:

View	Fields shown
Compact	Name, Client number, Date of birth, Status and Notes
Extensive	Name, Sex, Fiscal Code, ID info, Client number, Date of birth, health insurance fields, Status, Referrer, Notes, plus address, e-mail address and phone number

Button	Function
Edit (pencil icon)	Opens the client edit form
Delete (trash icon)	Deletes the client

warning

Deleting a client is permanent. It removes all of that client's projects and documents too. A confirmation is shown first ("Are you sure you want to delete this client?").

Projects section

The client page lists that client's projects, with its own search field.

Button	Function
Add project	Creates a new project for this client
Cloud import	Opens the cloud import dialog, scoped to this client

note

Importing a .cad file happens from inside a project, not from the client page. Open or create the project first, then use its Import file option there.

Projects table columns

Column	Description
#	Project ID
Name	Project name, click to open
Created on	Date and time created
By	Who created the project
2D	Checkmark if the project already has a 2D scan document
3D	Checkmark if the project already has a 3D scan document
Status	Unknown / Active / Archived / In production / Ordered
Open	Opens the project
Trash icon	Deletes the project, asks for confirmation; permanent

Add client

Edit client

Delete client