« Customers

How do I filter the Customer list?

To filter the Customer list, choose Customers > List

To the right of the screen are the filter options:

Field

Description

Inactive

Use the drop-down options to filter Customers with no Reservations in the time period options

OR

Enter a date in the Inactive from and Inactive to fields to filter Customers with no Reservations in the nominated date range

Active

Use the drop-down options to filter Customers with Reservations in the time period options

OR

Enter a date in the Active from and Active to fields to filter Customers with Reservations in the nominated date range

New Customers

Use the drop-down options to filter all Customers who have joined your account within the time period options

OR

Enter a date in the New from and New to fields to filter all Customers who have joined your account within the nominated date range

Has No Shows

Use the checkbox to filter all Customers who have no-shows

OR

Enter a date in the No-shows from and No-shows to fields to filter all Customers who have no-shows within the nominated date range

Has Cancellation

Use the checkbox to filter all Customers who have cancellations

OR

Enter a date in the Cancellations from and Cancellations to fields to filter all Customers who have cancellations within the nominated date range

No Future Reservations

Use the checkbox to filter all Customers with no future Reservations

Has Future ReservationsUse the checkbox to filter all Customers with future Reservations

Employees

Select the checkbox against the Employee/s name to filter all Customers who have Reservations with these Employees

Services

Select the checkbox against the Service/s name to filter all Customers who have Reservations with these Services

Email

Leave this section set to Ignore, or

Select from the options to filter Customers who:

  • Have an email address
  • Do not have an email address

Phone

Leave this section set to Ignore, or

Select from the options to filter Customers who:

  • Have a phone number
  • Do not have a phone number

Gender

Leave this section set to Ignore, or

Select from the options to filter Customers who:

  • Have not specified a gender
  • Are female
  • Are male

Has Photo

Select this checkbox to filter by all Customers who have a photo attached to their file

Archived

Select this checkbox to filter by all deleted Customers

Duplicate

Select this checkbox to filter by all duplicate Customers

Email Bounced

Select this checkbox to filter by all Customers whose emails have bounced

Loyalty Points

Leave this section set to Ignore, or

Select from the options to filter Customer who:

  • Have loyalty points
  • Do not have loyalty points
Privacy ConsentLeave this section set to Ignore, or select from the options to filter Customers with the following Privacy consent statuses:

- Consent Accepted
- Consent Declined
- Consent Not Obtained
Marketing ConsentLeave this section set to Ignore, or select from the options to filter Customers with the following Marketing consent statuses:

- Consent Accepted
- Consent Declined
- Consent Not Obtained

Mass Email Unsubscribed

Select this checkbox to filter by all Customers who have unsubscribed to mass emails

Mass SMS Unsubscribed

Select this checkbox to filter by all Customers who have unsubscribed to mass SMS

Forms filled

Use the checkboxes to filter by all Customers who have filled in the selected forms

Forms requested

Use the checkboxes to filter by all Customers who have been sent a request to complete the selected forms

Forms not filled

Use the checkboxes to filter by all Customers who have not filled in the selected forms

Match all

This checkbox is preselected

Selected = Customers who match all filter criteria will appear

Deselected = Customers who match any filter criteria will appear

Choose Filter to apply filter results to Customer list

Choose Export Results to export filter results to CSV

Choose Reset to reset filter options


To send a Marketing campaign:

Once your Customer list is filtered, you may choose to send a Marketing campaign to the Customers matching the filter results. 

To do this, simply select All customers in the resulting list 


To send a Mass Email Marketing campaign, click Send Email at the bottom of the list 

You will be re-directed to the Mass Email section, with the recipients pre-populated with your filter results. See: How do I send an email marketing campaign?


To send a Mass SMS Marketing Campaign, click Send SMS at the bottom of the list  

You will be re-directed to the Mass SMS section, with the recipients pre-populated with your filter results. See How do I send an SMS marketing campaign?