Client Filters for Automated Flows

Client attributes

Filter by client details including gender, tags, referred by, and client notes.

Exclude clients from receiving flow messages if they have Do not book in their client notes.

Client has future appointments

Check if the client has at least, less than, or exactly a specific number of future appointments. Filter by staff member, service, and more.

Send clients a rebooking reminder if they have no future appointments booked.

Client had past appointments

Check if the client had at least, less than, or exactly a specific number of past appointments. Filter by staff member, service, and more.

Send clients an offer code if they complete at least three appointments.

Client had sale

Filter by sale amount, date, or location.

Send clients an offer code if they complete a sale of at least $300.

Client membership

Check if the client has at least, less than, or exactly a specific number of memberships. Filter by membership plan, status, or start date.

Send clients a membership promotion if they don’t have a membership after completing at least five appointments.

Client purchased product

Filter by product, product category, or date.

Send clients product instructions or product refill reminders based on the products they purchase.

Client purchased gift card

Filter by amount or date.

Send clients a gift card promotion if they haven’t already purchased a gift card in the past two months.

Client has package

Filter by package type.

Send clients a package promotion if they complete at least five appointments.

Client total spend

Filter by amount or date. Includes service, product, gift card, and membership sales.

Send clients an offer code if they’ve spent at least $500 since becoming a client.