Allow filtering client lists by former service providers
When creating marketing lists, it would be helpful to include inactive/former employees as filter options. This would allow us to identify and target clients who previously saw a provider who left the business and communicate who they can book with that would be similar to their preference. This functionality would support client retention and more targeted marketing efforts.
2
votes
Mai Sims
shared this idea
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Ben Stevens
commented
The fact that former providers completely disappear from the entire record is so frustrating! Yes, they no longer work here, but their appointments really happened, and people really saw them.
It is so frustrating to have to reactivate them to get certain reports to run or to see a day on the calendar.