Client Selection

The Client Selection tool allows you to obtain lists of clients based on specific criteria, such as visit dates and zip codes.  The Client Selection tool works seamlessly with the Form Letters window so that you can send letters, emails, and text messages to specific clients.  You can also use this tool to measure the effectiveness of marketing campaigns and to analyze the demographics of your client base.

You can access the Client Selection tool by selecting Marketing > Client Selection.

To create a client selection, you need to select a date range and search filters.

Date Selection

If you intend to use date ranges on a client selection, you need to select one of the following options:

• Use Standard Dates = Select this option if you want to use specific dates (e.g. 12/3/11 to 12/10/11).  When you select this option, you need to select a new date range every time you use the client selection.
• Use Relative Dates = Select this option if you want to use relative dates (e.g. today, this week, or this month).  When you select this option, you do not need to select a new date range every time because relative date ranges are dynamic.

Filters

The Client Selections window features a number of tabs that contain search filters.

• Basic Info tab

  The Basic Info tab allows you to filter clients using their biographical information and number of visits.

  

  Tip:  The Basic Info tab also features a number of check boxes that allow you to filter out clients based on preferences defined in their client profile.  Following are descriptions of these check boxes:

  • Active = Select to filter out clients whose client profile is inactive.

  • Inactive = Select to filter out clients whose client profile is active.

  • Online Booking Clients = Select to filter out clients who have not registered for Online Booking.

  • Mailings = Select to filter out clients who do not want to receive mailings.

  • No Mailings = Select to filter out clients who want to receive mailings.

  • SMS Reminder = Select to filter out clients who do not want to receive text message appointment reminders.

  • Checks OK = Select to filter out clients who are not allowed to pay with a check.

  • No Checks = Select to filter out clients who are allowed to pay with a check.

  • No SMS Reminder = Select to filter out clients who want to receive text message appointment reminders.

  • Married = Select to filter out clients who are not married.

  • Single = Select to filter out clients who are married.

  • SMS Marketing = Select to filter out clients who do not want to receive automated text messages.

  • Does Not Contain Email = Select to filter out clients who have a valid email address in their profile.

  • Contains Email = Select to filter out clients who do not have a valid email address in their profile.

  • No SMS Marketing = Select to filter out clients who want to receive automated text messages.

  • Deliverable = Select to filter out clients who cannot receive mail at their address.

  • Non-Deliverable = Select to filter out clients who can receive mail at their address.

  • Email Marketing = Select to filter out clients who do not want to receive automated emails.

  • Email Reminders = Select to filter out clients who do not want to receive email appointment reminders.

  • No Email Reminders = Select to filter out clients who want to receive email appointment reminders.

  • No Email Marketing = Select to filter out clients who want to receive automated emails.

   

• Appointments tab

  The Appointments tab allows you to filter clients by the date, type, desired service provider, and services booked for their appointments.

  

   

• Hair tab

  The Hair tab allows you to filter clients by hair texture, hair color, hair form, and hair length.

  

   

• Skin tab

  The Skin tab allows you to filter clients by skin color, skin tone, and skin type.

  

   

• Membership/Disc tab

  The Membership/Disc tab allows you to filter clients by the type, status, start date, expiration date, freeze date, and discount percentages of their membership.  

  

   

• Specific Clients tab

  The Specific Clients tab allows you to create a client list without using any filters.

  

   

• Employee tab

  The Employee tab allows you to locate clients that have received services from specific employees.

  

   

• Sales tab

  The Sales tab allows you to filter clients by the products and services that they purchased within a specific date range.  This tab features five subtabs so that you can analyze client purchases in detail.

  The Product Class subtab allows you to view clients that have purchased/never purchased products from specific product classes.

  

  The Products subtab allows you to view clients that have purchased/never purchased specific products.

  

  The Manufacturer subtab allows you to view clients that have purchased/never purchased products from specific product lines.

  

  The Service Class subtab allows you to view clients that have purchased/never purchased services from specific service classes.

  

  The Services subtab allows you to view clients that have purchased/never purchased specific services.

  

   

• Referral tab

  The Referral tab allows you to filter clients by referral source.

  

   

• Accounts tab

  The Accounts tab allows you to filter clients by account activity.

  

   

• Gift Certificates tab

  The Gift Certificates tab allows you to filter clients by the gift certificates that they purchased.

  Tip:  These filters allow you to locate clients that purchased a gift certificate within a specified date range, clients with a gift certificate that is due to expire, and clients with a certain amount of unused credit remaining on their gift certificate.

  

   

• Package/Series tab

  The Package/Series tab allows you to filter clients by the packages/series that they purchased.

  Tip:  These filters allow you to locate clients that purchased a specific package/series and clients with unused items in a package/series that is about to expire.

  

   

• Tanning tab

  The Tanning tab allows you to filter clients by the tanning packages that they purchased.

  Tip:  These filters allow you to locate clients that purchased a specific tanning package and clients with tanning sessions remaining in a package that is about to expire.

  

   

• Interests tab

  The Interests tab allows you to filter clients by their hobbies and interests.

  

   

• User Defined tab

  The User Defined tab allows you to filter clients by the entries in user-defined fields in their client profile.

  

   

• Points tab

  The Points tab allows you to filter clients by their reward points balance.

  

   

• Prescriptions tab

  The Prescriptions tab allows you to filter clients by the prescription category of the products that they were prescribed.

  

   

related links

Creating a Client Selection

Marketing