Client list advanced filters

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.

FilterDescription
Achieve UsersUse this filter to determine which clients to include based on whether they use the Achieve Client App.
Client ActivityUse this filter to determine which clients to include based on their activity.
Custom Field FilterIf any custom client fields have been configured, you can filter the client list based on those fields.
Client StatusUse this filter to determine which clients to include based on whether their profiles are activated or deactivated.
Client TypesUse this filter to determine which clients to include based on their client type.
Edited Purchase OptionsUse this filter to determine which clients to include based on whether they have Purchase Options that have been individually modified.
GenderUse this filter to determine whether to include clients based on the gender specified in their profile.
GroupsUse 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 LocationUse 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 ContractsUse this filter to determine which clients to include based on the status of their business contracts.
Signed Liability WaiverUse this filter to determine which clients to include based on whether they have signed your online waiver.
Subscribed to News and UpdatesUse this filter to determine which clients to include based on whether they are subscribed to news and updates.
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