Customers

Filter your client list

4 stepsUpdated 29 October 2026

Filters under Clients turn a long list into a short one. Handy for a mailing to a client group, or to spot regulars who've stayed away for a while.

This is what it looks like in the app (example).
  1. Open Clients

    In the main menu.

  2. Choose one or more filters

    Above the list, choose for example last visit, consent for promotions or birthday. You can combine filters.

  3. Work with the result

    Open a client record, make an appointment or use the group for a mailing (Plus and Pro).

  4. Clear the filters

    You then see all your clients again.

Good to know

A mailing only ever goes to clients who accept promotions, even if your filter shows more.

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