You can filter your clients based on two categories: their profile or their bookings
Their profile: when was their first booking, their last booking, how many times have they visited, and more
Their bookings: when did they or didn't they visit, services they did or didn't have, team members they visited, and more
The filters will combine so you can target your clients very specifically. For example, clients who have visited more than twice + previously had colour services + not visited in the last 2 months.
You can also keep it really simple, just using one filter at a time. Tags are also a great way to simply target smaller groups of clients based on your own custom fields on their profiles or bookings.
Filters are designed to be read like sentences so you can check your filters are as you want them.
Let's have a look at how to create these filters.
When creating a new client filter template, or when creating a fresh campaign in the Audience block, Click Add filter
Choose if you want a client filter, a booking filter, or a feedback filter
Client - these are based on conditions about your client ie number of times they have visited, their birthday, their overdue percentage. You can see all the options in the drop down
Booking - these are based on specific bookings your clients have had. You can filter by booking date, or team member, service, or status. You can combine these to target bookings based on all of these conditions.
Feedback - these are based on internal Leaderboard ratings provided by clients
Once you have selected the type of filter, you can select the specific condition from the drop down.
You can click Configure to choose more specific settings for each of these conditions. You can see a video with worked examples below.
When you have completed your filters, you can Run Lookup to see how many and which clients have been matched by these filters.
When you are done, click Create (creating a filter template) or Update (creating a fresh audience).