Client Database filters

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You can use various filters to segment clients in the Clients Client Database section. You can form a list of clients for SMS mailout (only if you have an SMS provider connected) or to add them to a specific category.

Filter information about clients according to parameters you need and click the Show button.

To remove the filters click the bin button.

Filter types

Filters are divided into three types: by bookings, clients and sales. To remove filters you set for a single type click the Clear button.

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Bookings parameters:

  • Booking availability - will help you find clients without bookings for this month.
  • Booking status - will help you find clients who miss their appointment without warning you. You just need to set the filter to No Show.
  • Number of bookings - will help you see how many bookings a client made. You can filter them by number From and To.
  • Period - will help you find clients who made or didn’t make a booking during a specific period.
  • Employee - will help you find clients who made bookings with a specific employee.
  • Services - will help you find clients who made bookings for specific services.
  • Cost of provided services - will help you find clients who spend more than average check for each visit.

Clients parameters:

  • Gender - will help you select clients of a certain gender, e.g., to send SMS mailout to male clients that a barber is now working at your salon.
  • Passteam - will help you select clients with a Passteam card that will allow you to make a mailout using PUSH channel.
  • Mobile app - will help you find clients you’d like to tell about your mobile app made by Altegio.
  • Customer category - will help you find clients in a certain category, e.g. Permanent, that stopped visiting you lately.
  • Sold - will help you find clients who spent over 5 000 euro with you to add them to the VIP category.
  • Received sms mailing - will help you find clients who made their appointment after promotional mailout to gage its effectiveness.
  • Customer Importance - will help you find clients with certain importance class to send promotional notification to.
  • Birthday - will help you find clients with upcoming birthday to congratulate them.
  • Age - will help you filter clients according to their age. The filter will apply to clients who have their date of birth indicated. If the full date of birth is indicated in the client’s card, then both day and month will be considered.

Sales parameters

  • Products 

- filters will help you find clients who bought specific products or bought products on specific days.

  • Gift cards 

- Name will help you find clients who bought a specific gift card. 

- Usage will help you find clients who already used or are yet to use their gift card.

- Balance will help you find clients with a specific sum on their gift card balance (useful for multiple write-off gift cards). 

- Duration will help you find clients with gift cards that expire soon to send them SMS notification with a reminder.

- Date of sale will help you find clients who bought gift cards during a certain period.

  • Memberships 

- Name will help you find clients who bought a specific membership.

- Usage will help you find clients who already used or are yet to use their membership.

- Status will help you find clients with a certain membership status, e.g. expired membership.

- Freeze status will help you find clients with frozen memberships.

- Duration will help you find clients with memberships about to expire.

- Date of sale will help you find clients who bought their membership during a certain period.

- Remaining services will help you find clients who have a certain number of visits left on their membership.

Automatic segments

Segments are combinations of filters you can use to find clients fitting certain parameters quickly.

  • New - new clients who visited you during the last month.
  • Repeat - clients who made a repeat visit with you during the last month.
  • Expiring membership - this segment will help you quickly find clients with an expiring membership (either low number of visits left or expiration date approaching) and suggest they purchase a new membership or just inform them about expiration of their membership.

To apply a segment click the name of the segment needed and then click Show.

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Working with more than one filter simultaneously

You can use additional parameters to set the filters.

After you select at least one filter a plus button will appear. You can use either ‘And’ or ‘Or’ connective.

And’ connective

When using ‘And’ connective the system will find only clients who fit each filter parameter.

Or’ connective

When using ‘Or’ connective the system will find clients fitting at least one filter parameter.

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Examples of using filters

Get a list of clients with birthdays next week.

  1. Set the Clients - Birthday - next week filter, then click Select.
  2. Click the Show button to view the results.

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Find lost clients.

1. Set the Bookings - Booking availability - There are bookings filter. In the same column select the period before the lost period with the same duration as the latter.

Example:

Today is October 1.

Your lost period is 30 days.

In this case you need to find clients who visited you from August 2 to August 31.

2. Click the plus button and select ‘And’ connective. Add a second Bookings - Booking availability - No bookings filter. In the same column set the lost period.

Example:

Today is October 1.

Your lost period is 30 days.

You need to find clients who didn’t visit you from September 1 to September 30.

3. Click Show button.

When searching for lost clients you can also use Booking status filter:

Arrived status in case you need to find clients who made their booking and came in, No Show in case you need to find clients who made their booking but didn’t come in.

Find all clients with bookings for a single employee only.

1. Set the Bookings - Booking availability - There are bookings filter, click Select.

2. Set the Bookings - Employee - Name of the employee, click Select.

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3. Click the plus button and select ‘And’ connective.

4. Set Bookings - Booking availability - No bookings as the second filter and click Select.

5. In the second filter set Bookings - Employee - All employees except the one you checked earlier, click Select.

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6. Click the Show button to view the results.

Find clients who received SMS mailout in January or March.

  1. Set the Clients - Received SMS mailing - From January 1, 2022 to January 31, 2022, click Select.
  2. Click the plus button and select ‘Or’ connective.
  3. Set the second filter to Clients - Received SMS mailing - From March 1, 2022 to March 31, 2022, click Select.
  4. Click the Show button to view the results.

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