You can filter your Client List by specific Services or Packages. This can save time while trying to identify a smaller group of your Clients for upsell purposes.
There are many different filters you can use for Services or Packages. They all work in a fairly similar way:
There are three dropdown lists:
- Filter selection
- A parameter
- Specific items
You will need to set all three fields before the Filter can be applied.
List of Filters
There are many different filters that relate to Services or Packages and you can't see them all at once in the Filter selection dropdown list. Here is a list of all Filters to aid in searching for the correct one.
Packages
- Custom Package - End Date
- Custom Package - Status
- Custom Recurring - Not Auto Renewed
- Package - Active/Paused
- Package - Active/Paused - Last Service Date
- Package - Auto Renew
- Package - Call to Renew
- Package - Do Not Renew
- Package - Never Scheduled
- Package - Terminated
- Package - Terminated - Last Service Date
- Schedule/Package
Services
- Recurring - Active/Paused
- Recurring - Active/Paused - Last Service Date
- Recurring - Never Scheduled
- Recurring - Terminated
- Recurring - Terminated - Last Service Date
- Service
- Service - Completed/Invoiced
- Service - Completed/Invoiced - Last Service Date
- Service - Date Range
- Service - Never Scheduled
- Service - Never Scheduled - Date Range
- Service - Pending/Scheduled
- Service - Pending /Scheduled - Service Date
- Service - Service Frequency