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Client Filters for Marketing Emails

When creating a marketing email, you can choose to send your email to specific clients based on different filters.

Appointment filters

You can filter your recipient list based on a client’s previous or future appointments.

Filter

Description

With service provider

Clients who had a previous appointment or have a future appointment with a specific service provider. More than one service provider can be selected.

With service

Clients who had a previous appointment or have a future appointment for a specific service. More than one service can be selected, including services from different service categories.

With service in category

Clients who had a previous appointment or have a future appointment for a service in a specific service category. More than one service category can be selected.

At location

Clients who had a previous appointment or have a future appointment at a specific location. More than one location can be selected.

On date

Clients who had a previous appointment or have a future appointment on a specific date or during a specific time period.

More than [x] days ago

Clients whose last appointment was more than [x] days ago. Enable the Include clients with no appointments toggle to include clients who did not have any appointments during the specified time period.

Client filters

You can filter your recipient list based on a client’s profile.

Filter

Description

Has future appointment

Clients who have a future appointment scheduled.

Has no future appointment

Clients who do not have a future appointment scheduled.

Profile created on

Clients whose profile was created on a specific date or during a specific time period.

Had first appointment on

Clients whose first appointment was on a specific date or during a specific time period.

Spent more than

Clients who have spent more than a specific amount in total sales (including service sales and product sales).

Has membership

Clients who have a specific membership. More than one membership plan can be selected.

Birthday

Clients who have a birthday during a specific month. More than one month can be selected.

Gender

Clients who identify with a specific gender.

Referred by

Clients who were referred by a specific source.

Tag

Clients whose profile includes a specific tag.

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