Filter Appointments Options |
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Filter Appointments Options |
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Filter Appointments Options |
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Filter Appointments Options |
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The Appointment Options tab will allow you to filter clients by appointment activity. You can use just one filter or a combination of filter options to return the results you want.
Description
Enter a name for the filter you are creating in this field. It is best to enter a very specific description of the filter so that when you choose to use this filter again, it will be easy to determine which clients the filter is capturing.
Check Client Count
Clicking this button will display the number of clients who match the filter created. This number may not be the same as the number of emails sent in a marketing campaign, as the campaign will remove any clients without an email address.
Appointment Filter
The Appointment Filter allows you to select clients if they have had an appointment between a specific date range or with a specific employee. You can select only a specific date range, only an Employee or both. If you are trying to filter clients that have had an appointment within a specific date range AND with a specific employee, use the date range selection and the employee selection together. Check the "Appointment Filter" check box and select either the "From" and "To" dates, the "Employee", or both.
No Appointment Filter
The No Appointment Filter allows you to filter clients if they have not had an appointment between a specific date range or with a specific employee. You can select only a specific date range, only an Employee, or both. If you are trying to filter clients who have not had an appointment within a specific date range AND with a specific employee, use the date range selection and the employee selection together. Check the "No Appointment Filter" check box and select either the "From" and "To" dates, the "Employee", or both.
The Short Notice Filter is available in the Preferred edition of the Envision program. You can upgrade your account on the Account Subscription page. |
Use Short Notice Filter
The Short Notice filter allows you to filter clients who have not had an appointment in the past, nor has an upcoming appointment, in a number of days that you designate. You may optionally select an employee that the client has not (and will not) have an appointment scheduled for.
Email Export
When "Has Email" is selected in the Client Options section, this option will allow export of the client information to a .csv file.
