Help CenterFilter clients
Find clients by combining criteria such as memberships, balance, bookings, birthdays, billing data, or communication preferences.
Filters in the Client area help you find specific groups of people without reviewing the full list manually.
Use them for operational tasks such as sending a communication, preparing a commercial action, detecting clients without an active membership, or reviewing incomplete data before billing.
Recommended steps
- Open the Client area.
- Click Filter in the list.
- Combine the criteria you need.
- Apply the filter and review the results before taking bulk action.
Membership status
This helps separate clients with an active membership, no membership, available balance, or pending payments. It is one of the most useful filters before booking, renewing, or communicating.
Dates and birthdays
You can search by registration dates, birthdays, or activity periods. This helps prepare retention actions and periodic studio reviews.
Bookings and attendance
Booking-related criteria help find clients who booked for a date, stopped attending, or show a specific calendar behaviour.
Billing and payment data
Before invoicing or creating remittances, review whether clients have fiscal data, bank account details, or payment methods configured correctly.
Communication preferences
This type of filter helps respect permissions, segment communications, and avoid sending messages to people who should not receive them.
