01
Open the grid
Open Editable client grid under Between sessions. No toolbar client selection is needed: you work with several rows here. On first opening, a locally available client list can be imported automatically.
User manual / Between sessions
Editable client grid
Between sessions → Editable client gridReview and edit a local working sheet with clients, custom columns and CSV export.
Prepare the sheet · Edit and organise · Export and retain
All manual pages
Manual
User manual
Getting started
Your day
Tools
In session
Record and recap
Group work
Between sessions
Client spaceClient LogClient workspaceClient timelineFormsEditable client gridWhatsAppWhatsApp agent
Your business
Your brand
My account01
Prepare the sheet
Importing and adding rows.
02
Import available clients
Click Import to add clients from the dashboard’s local list. It adds identifiers not already in the sheet and retains existing rows; it does not update edited data or import a CSV file.
If no clients are available
Open Clients in the dashboard in this browser and return to the grid. Then click Import. If rows are saved, an empty display can also be caused by a filter.
03
Add your own row
Click + Client and enter a name and the required details. This adds a row to this sheet; it does not create a Clients record or automatically assign a client file.
02
Edit and organise
Cells, columns, search and sorting.
04
Edit cells
Type in name, email, phone or notes cells; select status and date as appropriate. Changes save locally when the field changes or after a short pause while typing. Wait before closing and check when reopening.
05
Create a working column
Click Column, enter a name and choose Text, Number, Date or Select. For example, Next review lets you record a date; it does not schedule a reminder.
If the name is missing or already exists
Enter a different name and click Add column again. A duplicate-column warning does not create another column.
06
Define selection options
If you choose Select, enter comma-separated options before clicking Add column. For example, Pending, Under review and Reviewed. Without options, the dropdown offers no values to choose.
07
Search the sheet
Use search to filter text across any column. Check the displayed row count and clear search to show all rows again. Filtering does not delete rows or restrict CSV export.
If no rows appear
Clear the search text. If the sheet remains empty, import available clients or add a row. The same empty-table message can appear when no row matches the search.
08
Sort by a column
Click a heading to sort and click again to reverse the order. Sorting affects the view and compares content as text; check numeric columns before interpreting their sequence.
03
Export and retain
CSV and local storage.
09
Review before removing a row
Click the row’s × and read the confirmation. Cancel retains the row. Deleting affects the local sheet and does not delete the client record. A later import can bring that client back.
10
Download the complete sheet
Click CSV and open the downloaded file in a spreadsheet. It includes all saved rows and columns even with an active search or visible sorting; it does not necessarily preserve screen order. Downloading does not send the file to anyone.
If there are no rows to export
Add a row or import clients before downloading. If only a filter has no matches, the CSV still includes the sheet’s data.
11
Retain local data
The sheet is stored in this browser, with separate storage for each language version. Do not assume synchronisation with another device or client records. Keep a CSV before clearing browser data; Import does not restore your custom columns and notes from that CSV.
Check the result
Check the sheet and keep a CSV of important information. Grid changes do not update Clients records.