Create saved client lists based on any combination of filters — last visit date, service history, spending level, tag, membership status, location, or marketing opt-in. Use lists to run targeted email or SMS campaigns, assign bulk tasks, or export for external marketing tools.
How It Works
01
Navigate to Clients → Lists → Create New List
02
Apply filters: last visit, service type, spend threshold, tag, or custom field
03
Preview the matching clients and adjust filters until the list is exactly right
04
Save the list with a name — it updates dynamically as new clients match the criteria
Key Features
Filter-Based List Building
Dynamic Auto-Update
Preview Before Saving
Email Campaign Integration
SMS Campaign Integration
CSV Export
Tag Assignment
Bulk Task Creation
Pro Tips
Create a 'Lapsed Clients' list for anyone with no visit in 90 days and run a re-engagement campaign monthly
Build a 'High Value' list of clients who have spent over a set threshold to target with premium offers
Use dynamic lists so they automatically include new clients who match the criteria without manual updates