When creating a new client, a screen called Team access will display after Personal details.

Current teams listed are based on the current user's team membership(s). If the user is a member of the Default team this will also show.

Click the red cross to remove any teams from being able to find the client. If you removed a team by mistake, you can select it again from the drop-down list. Assistance from an organisation administrator will be needed to add teams you are not a member of.

If you can search and find a client, you’ll be able to see them when using Reports or Scheduling too. If you can't search and find a client (because you don't belong to any of the same teams as them) then you can't see them in Reports or Scheduling either. Organisation administrators have additional tools to review team access for existing clients.