Filter the Client List for Service Never Scheduled

Service Autopilot offers hundreds of filtering options for marketing, reporting and scheduling purposes. The "Service - Never Scheduled" filter is useful if you have a specific Service that you would like to market to Clients who have never received that particular Service. 

To apply the "Service - Never Scheduled" filter, use the following steps:

  1. Go to CRM > Clients.
  2. Click Add Filter

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  3. Select the "Service - Never Scheduled" filter. You can type "never" into the search field to find this filter faster. 

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  4. Set the parameter to "Equal to". 

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  5. Select one or more Service(s). 

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  6. Click Search

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