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'Filter by clients who aren't currently booked' has been merged into this idea

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Create client audience based on whether they do not have a future appt

Ability to create an audience based on whether they do not have a future appointment scheduled to use for marketing.

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AdminKaya Vidangos (Admin, Boulevard) shared this idea  ·   ·  Report…  ·  Admin →
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  • Julie Handle commented  ·   ·  Report

    When doing marketing efforts, it's important to filter out clients that are already on the books. We need a way to create a list of clients that currently DO NOT have an appointment.

    Booker had HireFrederick that automatically mined the data and automatically sent "We Miss You" offers with customizable texts and offers. I can manually push these out or use a 3rd party software, but I need a clean report of missing guests... Current reporting, that I can find, does not have this function. Please call, email, or text me if this is incorrect.

  • Carolyn Nizenkoff commented  ·   ·  Report

    Under the clients tab, when filtering clients I would like to be able to filter based on who has an upcoming appointment booked

  • Daly Wolfe commented  ·   ·  Report

    Example: Should the business need to close unexpectedly for any reason, would be great to be able to message clients with upcoming appointments. Currently, clients only come up in the Client page Refine search after their appointment has been completed. Would be great to filter upcoming appointments by custom dates.