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Viewing & Assigning Clients

How to view, filter and assign clients in your directory

View Clients

When you first log into Kiip, you will land on your client directory, where you can view a list of all of the clients who have worked with your organization sorted by their date of ‘Last Activity.’ 

You can also click the ‘Add Filter’ button to expand an additional list of filters allowing you to organize your client list by City, State, Zipcode, Language and Gender.

Filter Clients

You can filter your client list to see clients assigned to you or other team members. 

Assign Clients

Choose ‘unassigned’ to see clients without a staff member in their room. You can then assign yourself or another team member to support that client.