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 Reservations	Use 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 Consent	Leave 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 Consent	Leave 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?