Client list advanced filters

This article describes the Advanced Filters that can be applied to your client list, as described in Finding clients using advanced filters and custom client fields.

FilterDescription
Client ActivityFilters the client list based on client activity. Select one of the following options:
  • All clients - Displays all clients regardless of their activity.

  • Over past year - Displays only clients that have been active in the past year.

Client Status
Filters the client list based on status. Select one of the following options:
  • Select All - Displays both active and deactivated clients.

  • Deactivated Clients - Displays only deactivated clients.

  • Activated Clients - Displays only activated clients.

Signed Business Contracts
Filters the client list according to whether the client has a signed contract. Select one of the following options:
  • Select All - Displays all clients regardless of the status of their business contracts.

  • No - Displays only clients who have outstanding unsigned business contracts.

  • Yes - Displays only clients whose business contracts are signed.
Client TypesFilters the client list based on client type. Select one or more of the following options:
  • Select All - Displays all clients regardless of their client type.

  • Active Member - Displays clients whose type is “Active Member”.

  • Inactive Member - Displays clients whose type is “Inactive Member”.

  • Active Pass Holder - Displays clients whose type is “Active Pass Holder”.

  • Inactive Pass Holder - Displays clients whose type is “Inactive Pass Holder”.

  • Custom Client Types - Displays clients who have the selected custom client types.
Achieve UsersFilters the client list based on whether clients have used the Achieve Client App to book or make purchases. Select one of the following options:
  • Select All - Displays all clients regardless of whether they use the Achieve Client App.

  • No - Displays only clients who are not Achieve Client App users.

  • Yes - Displays only clients who are Achieve Client App users.
LocationsFilters the client list based on the clients’ previously visited locations. Select one or more of the following options:
  • Select All - Displays all clients regardless of the locations they belong to.

  • Location Unassigned - Displays clients who do not have an assigned location.

  • Location Names - Displays clients who belong to the selected locations.

Home LocationFilters the client list based on the location set as the client’s HOME LOCATION in their profile. Select one or more of the following options:
  • Select All - Displays all clients regardless of their home location.

  • Home Location Unassigned - Displays clients who do not have an assigned home location.

  • Home Location Names - Displays clients who belong to the selected home locations.
Subscribed to news and updatesFilters the client list based on whether clients are subscribed to news and updates. Select one of the following options:
  • Select All - Displays all clients regardless of their subscription status.

  • No - Displays only clients who are not subscribed to news and updates.

  • Yes - Displays only clients who are subscribed to news and updates.
Signed Liability WaiverFilters the client list according to whether clients have a signed liability waiver. Select one of the following options:
  • Select All - Displays all clients regardless of the status of their liability waiver.

  • No - Displays only clients who do not have a signed liability waiver.

  • Yes - Displays only clients who have signed the liability waiver.
Edited purchase optionsFilters the client list according to whether the clients have customized Purchase Options. Select one of the following options:
  • Select All - Displays all clients regardless of whether their Purchase Options have been edited.

  • No - Displays only clients who do not have edited Purchase Options.

  • Yes - Displays only clients who have edited Purchase Options.
GroupsFilters the client list based on the groups the clients belong to. Select one or more of the following options:
  • Select All - Displays all clients regardless of the groups they belong to.

  • Custom Group Names - Displays clients who belong to the selected custom client groups.
Custom Field FilterIf the business has any custom client fields configured, you can filter the client list based on those fields.
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