Creating a Client Selection

The following guides explain how to create commonly used client selections.

• Clients whose first visit was during a specified date range

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. 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).

  • Use Relative Dates = Select this option if you want to use relative dates (e.g. last month or last year).

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. In the First Visit fields, select a date range in which to search for new clients making their first visit.

  5. In the # of Visits fields, select a range if you want to target new clients with a certain number of visits.

  Example:  If you want to create a list of new clients with at least two visits and no more than four visits, select "2" and "4" in the # of Visits fields.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients whose last visit was more than three months ago

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. In the Last Visit: From field, select a date six months before today's date.

  5. In the Last Visit: To field, select a date three months before today's date.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who visited last week but have not booked a future appointment

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. Select "Previous Week" in the Last Visit field.

  5. Click the Appointment tab.

  6. Select No Future Appointments.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients with X visits who have not returned in 3 months and do not have a future appointment scheduled

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. In the Last Visit: From field, select a date six months before today's date.

  5. In the Last Visit: To field, select a date three months before today's date.

  6. In the first # of Visits field, select a number of visits that the client must have made (e.g. 5 or 10).

  7. Click the Appointment tab.

  8. Select No Future Appointments.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients whose last appointment was with an employee that is leaving

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. In the Last Visit: From field, select a date four months before today's date.

  5. In the Last Visit: To field, select today's date.

  6. Click the Employee tab.

  7. Select the employee that is leaving.

  8. Click Move.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients whose next appointment is with an employee that is leaving

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Appointments tab.

  4. In the Appointment: From field, select today's date.

  5. In the Appointment: To field, select a date six months after today's date.

  6. In the Employees list, select the employee that is leaving.

  7. Click Move.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who had X visits with a specific employee during a specified date range

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Move to the Basic Info tab.

  4. In the first # of Visits field, select the number of visits a client must have made in the last year for you to consider them a core client.

  5. Click the Appointment tab.

  6. Select "Previous Year" in the Appointment field.

  7. Click the Employee tab.

  8. Select the employee.

  9. Click Move.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who referred a new client that made their first visit last week

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Referral tab.

  4. Select Referring Clients.

  5. Select "Previous Week" in the First Visit field.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who have never received a service

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. In the Selection Name field, type a name for the client selection.

  2. Click the Sales tab and click the Service Class subtab.

  3. Click Move All.

  4. Select Not next to every service class in the Target list.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who have never received a specific service

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. In the Selection Name field, type a name for the client selection.

  2. Click the Sales tab and click the Service Class subtab.

  3. Select a service.

  4. Click Move.

  5. Select Not next to the service.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who purchased a service in a specific service class

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click the New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Sales tab and click the Service Class subtab.

  4. Select "Current Year" in the Purchases field.

  5. Select a service class.

  6. Click Move.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who purchased a specific service but not a specific product

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Sales tab and click the Services subtab.

  4. In the Purchases: From field, select a date four weeks before today's date.

  5. In the Purchases: To field, select today's date.

  6. Select a service.

  7. Click Move.

  8. Click the Products subtab.

  9. Select a product.

  10. Click Move.

  11. Select Not next to the product.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who spent over a certain amount last year

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Standard Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Sales tab.

  4. In the Purchases field, select "Previous Year".

  5. In the first Service field, type the minimum amount clients must have spent on services.

  6. In the first Retail field, type the minimum amount clients must have spent on products.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients with no future appointment and a gift certificate that expires next month

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Appointments tab.

  4. Select No Future Appointments.

  5. Click the Gift Certificates tab.

  6. Select Has Balance Remaining.

  7. Select "Next Month" in the Expires field.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients with no future appointment and a package/series that has prepaids remaining

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. In the Selection Name field, type a name for the client selection.

  2. Click the Appointments tab.

  3. Select No Future Appointments.

  4. Click the Package/Series tab.

  5. Select Has Balance Remaining.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients with a membership about to expire

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Membership/Disc tab.

  4. Select Active Membership and Non-Auto Renew.

  5. Select "Next Month" in the Membership Expiration Date field.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients whose membership is suspended

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. In the Selection Name field, type a name for the client selection.

  2. Click the Membership/Disc tab.

  3. Select Suspended.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who do not have a membership (prospects)

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. Select Use Relative Dates.

  2. In the Selection Name field, type a name for the client selection.

  3. Click the Membership/Disc tab.

  4. Select No Membership.

  5. Click the Sales tab.

  6. Select "Previous Two Weeks" in the Purchases field.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

• Clients who do not have information entered in a specific user defined field

  1. Select Marketing > Client Selection.

  The Client Selections window displays.

  2. Click New.

  3. Complete the following:

  1. In the Selection Name field, type a name for the client selection.

  2. Click the User Defined tab.

  3. Select Empty next to a user-defined field.

  4. Click Select.

  The number of clients that match the search criteria displays in the Selected field in the bottom left corner of the window.

  5. Click Save.
  6. Click the number that displays in the Selected field.

  A list of the clients that match the search criteria displays.

  7. Complete the following as necessary:

  • Export the list of clients as a Microsoft Excel spreadsheet

    1. Click .

    The Export Format window displays.

    2. Select Excel.

    3. In the Folder field, specify the location where you want to save the spreadsheet.

    4. In the Filename field, enter a name for the spreadsheet.

    5. Click Ok.

     

  • Print the list of clients

    1. Click Print.

    The Report Subtitle window displays.

    2. Enter a subtitle to print on the client list and click OK.

    A print preview displays.

    3. Click the Print button on the toolbar.

    The Print window displays.

    4. Select a printer and click Print.

     

   

related links

Client Selection