The client list displays all the clients who have joined your business. You can filter the client list using advanced filters and custom client fields to find specific clients.
The following table describes the advanced filters available for the client list.
Filter | Description |
Achieve Users | Use this filter to determine which clients to include based on whether they use the Achieve Client App. |
Client Activity | Use this filter to determine which clients to include based on their activity. |
Custom Field Filter | If any custom client fields have been configured, you can filter the client list based on those fields. |
Client Status | Use this filter to determine which clients to include based on whether their profiles are activated or deactivated. |
Client Types | Use this filter to determine which clients to include based on their client type. |
Edited Purchase Options | Use this filter to determine which clients to include based on whether they have Purchase Options that have been individually modified. |
Gender | Use this filter to determine whether to include clients based on the gender specified in their profile. |
Groups | Use this filter to determine which clients to include based on their client group. NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups. |
Home Location | Use this filter to determine which clients to include based on the home location associated with their profile. This filter can only be used for active locations, deactivated locations will not be displayed. |
Signed Business Contracts | Use this filter to determine which clients to include based on the status of their business contracts. |
Signed Liability Waiver | Use this filter to determine which clients to include based on whether they have signed your online waiver. |
Subscribed to News and Updates | Use this filter to determine which clients to include based on whether they are subscribed to news and updates. |