Client list

The client list displays a list of clients who have signed up with your business. This list displays relevant profile details for each client, pulled from their client profile. You can filter the clients by creating custom search criteria using POWER Search. You can also book a class, contact a group of clients, or export your client list to a .csv, .xls, or .pdf file.

NotePlease do not confuse the client list with the All Clients Report. The All Clients Report displays a list of clients who joined your business during the selected date range whereas the client list, by default, displays clients who have been active over the past year.

In this article:

    To view the client list:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Clients. You can filter the list by entering Clients into the Search field.

    Headings in the client list

    Heading nameDescription
    ClientThe name of the client.
    Home Phone NumberThe home phone number of the client.
    Work Phone NumberThe work phone number of the client.
    BirthdayThe date of birth of the client.
    GenderThe gender of the client.
    AddressThe address of the client.
    CityThe city in which the client lives.
    Zip/Postal CodeThe ZIP or postal code of the client.
    Home LocationThe business name of the client’s home location.
    ReferrerThe name of the client who referred this client. If this client was not referred by anyone, this column will be blank.
    Client TypeThe client type associated with the client’s account.
    Client AlertsIf there are any alerts on the client’s profile, an icon will appear in this column. Hover over the icon to see the details of the alert.
    BeltIf your business uses belts, the client’s belt will appear in this column.
    Client Since DateThe registration date of the client.

    Advanced filters in the client list

    Filter Description
    Home LocationUse this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
    Subscribed to News and UpdatesUse this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
    Signed Liability WaiverUse this filter to determine which clients to include in the report based on whether they have signed your online waiver.
    Edited Purchase OptionsUse this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.
    GroupsUse this filter to determine which clients to include in the report 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.
    Churn RiskUse this filter to determine which clients to include in the report based on whether they have the potential to stop purchasing products and services at your business.
    GenderUse this filter to determine whether to include clients in the report based on the gender specified in their profile.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    Signed Business ContractsUse this filter to determine which clients to include in the report based on whether they have any unsigned business contracts.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Achieve UsersUse this filter to determine which clients to include in the report based on whether they use the Achieve Client App.

    Summary cards in the client list

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary CardDescription
    Active Pass HolderThe total number of clients who joined your business during the selected date range and are currently active pass holders.
    Active MemberThe total number of clients who joined your business during the selected date range and are currently active members.
    Inactive Pass HolderThe total number of clients who joined your business during the selected date range and are currently inactive pass holder.
    Inactive MemberThe total number of clients who joined your business during the selected date range and are currently inactive members.
    ProspectThe total number of clients who joined your business during the selected date range and are currently prospects.
    TotalIf no clients joined your business during the selected date range, this card will display a zero.

     

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