Power Search criteria

Power Searches can be used to create custom search criteria to filter the clients displayed in your client list and in most reports. Power Searches are also used when creating client groups from the Client Groups page. Any combination of criteria can be used.

The table below describes the criteria that can be used in Power Searches.

CriteriaDescription
AbdomenChoose specifications for the abdomen measurement listed on the clients’ transformation log and enter the value.
Account BalanceChoose specifications for account balance listed on clients’ profiles and enter the value.
ACH data saved on profileChoose whether the clients shown in the search results should have an ACH account saved to their profile.
Achieve UserChoose whether the clients shown in the search results should have the Achieve Client App.
Active Purchase OptionChoose whether the clients shown in the search results have an active Purchase Option.
AddressChoose specifications for the address listed on clients’ profiles and enter the value.
AgeChoose specifications for age listed on clients’ profiles and enter the value.
ArmsChoose specifications for the arm measurement listed on the clients’ transformation log and enter the value.
Belt RankChoose specifications for the belt rank on clients’ profiles and enter the value.
BirthdayChoose specifications for the birthday listed on clients’ profiles and, if required, enter the value or choose the dates. Your choices are:

  • In the last – The clients shown in the search results have a birthday occurring within the time frame you specify by entering a value and choosing whether that value represents a number of days, weeks, months, or years.
  • In a specific range – The clients shown in the search results have a birthday occurring between the dates that you choose from the two calendars.
  • Today – The clients shown in the search results have a birthday occurring today.
  • Yesterday – The clients shown in the search results have a birthday occurring yesterday.
  • This week – The clients shown in the search results have a birthday occurring during the current week.
  • This month – The birthday of clients shown in the search results occurs during the current month.
  • Is empty – The clients shown in the search results do not have a birthday specified.
  • Is not empty – The clients shown in the search results have a birthday occurring on any date.
  • Custom – The clients shown in the search results have a birthday occurring on the date that you choose from the calendar.
  • Last week – The clients shown in the search results have a birthday occurring during the previous week.
  • Last month – The clients shown in the search results have a birthday occurring during the previous month.
Blood PressureChoose specifications for the blood pressure reading listed on the clients’ transformation log and enter the value.
Body Fat %Choose specifications for the body fat percentage listed on the clients’ transformation log and enter the value.
BustChoose specifications for the bust measurement listed on the clients’ transformation log and enter the value.
Cell PhoneChoose specifications for the cell phone number listed on clients’ profiles and enter the value.
CityChoose specifications for the city that clients reside in and enter the value.
Client AlertsChoose specification for the client alerts that have been applied to the clients’ profiles and enter a value.
Client GroupChoose which client groups the search results should or shouldn’t include.
Client IDChoose specifications for the client ID listed on clients’ profiles and enter the value.
Client Since DateChoose specifications for the date the client joined your business.
Client StatusChoose whether the status of clients is shown in the search results. The statuses you can choose include:

  • Active Client can be booked into services and purchase items in store.
  • Inactive – Client cannot be booked into services and purchase items in store.

A client’s status is set in their Client profile Overview page.

Client TypeChoose which client types the search results should or shouldn’t include.
Credit card saved on profileChoose whether the clients shown in the search results should have a credit card saved to their profile.
Edited Purchase OptionsChoose whether the clients shown in the search results should own Purchase Options that have been edited.
EmailChoose specifications for the email address listed on clients’ profiles and enter the value.
Expiring Purchase OptionsChoose whether clients appear in the search results based on when their Purchase Option expires.
First NameChoose specifications for the first name listed on clients’ profiles and enter the value.
First VisitChoose whether clients appear in the search results based on what service they attended for their first visit.
GenderChoose whether the clients shown in the search results Is or Isn’t described as Unspecified, Female, or Male by selecting your desired choices from the list.
HeightChoose specifications for the height listed on the clients’ transformation log and enter the value.
HipsChoose specifications for the hip measurement listed on the clients’ transformation log and enter the value.
Home LocationChoose which of your locations should or shouldn’t be set as the home location for clients shown in the search results.
Home PhoneChoose specifications for the home phone number listed on clients’ profiles and enter the value.
Last NameChoose specifications for the last name listed on clients’ profiles and enter the value.
Last VisitChoose whether clients appear in the search results based on when and where their last visit occurred. Your choices are:

  • Number – The number of days, weeks, or months since the client’s last visit.
  • day(s)/week(s)/month(s) – The duration of time since a client’s last visit.
  • Select location(s) – The location at which the client’s last visit occurred.
Lifetime VisitsChoose whether clients appear in the search results based on the total number of visits they attended with your business. Your choices are:

  • At least – Clients shown in the search results have more than the specified number of visits.
  • Less than – Clients shown in the search results have less than the specified number of visits.
  • Exactly – Clients shown in the search results have the specified number of visits.
  • Between – Clients shown in the search results have a number of visits between the two specified numbers.
Progress pictureChoose whether clients appear in the search results based on whether they have a progress picture on their client transformation log.
PurchasesChoose whether the clients shown in the search results have or have not purchased the specified items. Your choices are:

  • Is – Clients shown in the search results have purchased all the items that you choose from the list.
  • Isn’t – Clients shown in the search results have not purchased any of the items that you choose from the list.

NoteIf you apply a POWER Search on any purchases, it will return any purchase records belonging to the client. Advanced filters should be used instead of POWER Searches when looking for specific purchase records.
Rewards pointsChoose whether clients are shown in the search results based on their reward points totals.
Services AttendedChoose whether the clients shown in the search results have or have not attended the specified services.
Signed ContractChoose whether the clients shown in the search results should have signed a contract.
Signed WaiverChoose whether the clients shown in the search results should have signed the waiver.
Staff Verification requiredChoose whether the clients shown in the search results require staff verification.
StateChoose specifications for the state listed on clients’ profiles and enter the value.
Subscription StatusChoose whether the clients shown in the search results have a specific subscription. You can specify which subscription services you are searching for in the dropdown list.
ThighsChoose specifications for the thigh measurements listed on the clients’ transformation log and enter the value.
Visits RemainingChoose whether clients appear in the search results based on the number of visits remaining on their Purchase Option.
Visit StatusDetermine if clients appear in the search results based on whether they have a certain status for services you select in a specified date range. Your options are:

  • is – The clients returned have the status you select.
  • isn’t – The clients returned don’t have the status you select.
  • status – The status of the client’s visit. If Booked is selected, the clients returned have all possible status options.
  • Select services – The services clients visited.
  • Date – The date range in which clients visited the services you selected. You can set a maximum date range of 10 years.
  • Add staff requirement – The staff members who lead the services you selected.
WaistChoose specifications for the waist measurement listed on the clients’ transformation log and enter the value.
WeightChoose specifications for the weight listed on the clients’ transformation log and enter the value.
Work PhoneChoose specifications for the client’s work phone number listed on clients’ profiles and enter the value.
ZipChoose specifications for the ZIP code listed on clients’ profiles and enter the value.
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Using your reports - Power Search criteria