- Contact information:
- Address, city, state, zip code
- Phone (cell, day, and night numbers)
- Referred By
- General Tag
And each of the Filter options (click a link to jump to the detail for that filter):
|Age||Amount Paid||Birth Month|
|Booking||Customer Notes||Customer Since|
|Gender||Last Visit Date||Membership|
|No-Shows and Cancellations||Points Earned||Services, Classes|
At the top of the screen on the Customers List report page, there are three text fields. Use these to search for all or part of customer information.
Name: Enter all or part of a customer's name (first, middle, last) in the field and click Run Report.
Use the Mail/Address/Ref.By/Gen.Tag box to enter all or part of a customer's mailing address: Street number, Street name, City, State, and Zip Code, and then click Run Report.
|For example, you could run a report using just the number 3000 to find all customers with a house number of 3000. Be careful, though! Since the search uses all the fields listed, you could get customers with the number '3000' in their email address or as part of their zip code.|
Use the Cell / Day / Night phone field to enter a customer's phone number and then click Run Report.
This date field looks at the Customer Since field on the customer's profile (the date the account was created.) You can select preset date ranges using the buttons or set a date range by clicking dates on the calendars to create FROM and TO ranges. Click Submit when you've set the options.
This date field looks at the Last Visit field on the customer's profile (the date of the customer's last appointment or class.) You can select preset date ranges using the buttons or set a date range by clicking dates on the calendars to create FROM and TO ranges. Click Submit when you've set the options.
This text field looks at customer notes. Enter all or part of a keyword from a note. Note that Customer Notes are not included in the generated lists or printed/exported reports.
Services / Classes
Select one service or class from the list. The selection list includes service bundles and custom services.
This selection provides a list of all service providers, with checkboxes for selections. You can use Select All, Select None, or check individual service providers to include in the search.
This selection provides a list of your memberships, with checkboxes for selections. You can use Select All, Select None, or check individual memberships to include in the search.
Find which of your customers have a birthday in a given month using this filter. Select a month from the drop-down list.
Choices are Male, Female, and Non-Binary.
Booking is a From/To field. Enter numbers for a range of how many bookings have been made by customers. Enter the same number in both fields to find customers who have made just that number of bookings.
Points Earned is a From/To field. Enter numbers for a range of points earned by customers, or the same number in both fields to see those with a specific number of points.
Enter a range in the From/To fields for Amount Paid to find customers' total spent with your business. You can enter the same number in both fields to find a specific amount. Combined with the Last Visit field, you could run a report to find which of your customers have spent the most (or least) with you during a specified date range.
Enter a number range to see no-show or canceled appointments.
Find all customers of a specific age (enter the same age in both From/To fields) or within an age range.