{"id":1443,"date":"2024-11-23T04:58:32","date_gmt":"2024-11-23T04:58:32","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4861296116253-client-database-filters\/"},"modified":"2026-03-31T14:32:42","modified_gmt":"2026-03-31T14:32:42","password":"","slug":"4861296116253-client-database-filters","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861296116253-client-database-filters\/","title":{"rendered":"All Clients section filters"},"content":{"rendered":"\n<p>In the <strong>Clients &gt; All Clients<\/strong> section, you can use a range of <strong>filters<\/strong> to segment your clients. This will allow you to create lists of clients for SMS mailouts (works only if you have an <span style=\"font-weight: 400;\"><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4869631061533\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>SMS provider<\/strong><\/a><\/span>&nbsp;connected) or to add them to a specific category.<\/p>\n\n\n\n<p>Filter client information according to the parameters you need and then click on the <strong>Show<\/strong> button. To remove the filters, click on the <strong>bin<\/strong> button.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h_01G8NESXGHHHZE5STSYT5BBPZX\">Filter types<\/h1>\n\n\n\n<p>You can use filters to sort your clients in three categories: <strong>by appointments, clients, and sales<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c1f3612a7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c1f3612a7\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.26.27-1024x482.png\" alt=\"\" class=\"wp-image-315976\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p> To remove filters that you set for a single category, click the <strong>Trash bin<\/strong> button.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NEV9D22PJQ3DVSF8B352PK\">Bookings parameters:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Booking availability<\/strong>: This filter will help you find clients who have not made any bookings for the current month.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Booking status<\/strong>: This filter will help you find clients who missed their appointments without notifying you. Simply set the filter to &#8220;No Show&#8221;.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Number of bookings<\/strong>: This filter will help you view clients who have made a specific number of bookings, which can be filtered by a range of numbers.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Period<\/strong>: This filter will help you find clients who have made or not made a booking during a specific time period.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Team member<\/strong>: This filter will help you find clients who have made bookings with a specific team member.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Services<\/strong>: This filter will help you find clients who have made bookings for specific services.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cost of provided services<\/strong>: This filter will help you find clients who spend more than the average amount during their visits.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NEVKQFH0AYSGGVHT6QGJ5W\">Clients parameters:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Gender:<\/strong> filter clients by gender, e.g., to send a targeted SMS campaign to male clients announcing a new barber at your salon.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Aunio<\/strong>: select clients who have downloaded Aunio app.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mobile app:<\/strong> find clients who haven&#8217;t installed your mobile app and send them a promotional message.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client category:<\/strong> filter clients in a specific category, e.g., Permanent, who have not visited your business recently.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Total sales:<\/strong> find clients who have spent over a certain amount with you, such as 5,000 euros, and add them to the VIP category.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Received SMS mailing:<\/strong> filter clients who booked an appointment after receiving a promotional SMS campaign to measure its effectiveness.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client priority level:<\/strong> target clients with a certain importance level for a promotional notification.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Birthday:<\/strong> find clients with upcoming birthdays and send them personalized messages.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Age:<\/strong> filter clients by age, based on the date of birth information in their client card.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Sales parameters:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"><strong>Products<\/strong> filters will help you <\/span>find clients who bought specific products or bought products on specific days.<\/li>\n\n\n\n<li><strong>Gift cards&nbsp;<\/strong><br><br>\u2013 <span style=\"font-weight: 400;\"><strong>Name<\/strong> will help you find clients who bought a specific gift card.&nbsp;<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Usage<\/strong> will help you find clients who already used or are yet to use their gift card.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Balance<\/strong> will help you find clients with a specific sum on their gift card balance (useful for multiple write-off gift cards).&nbsp;<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Duration<\/strong> will help you find clients with gift cards that expire soon to send them SMS notification with a reminder.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Date of sale<\/strong> will help you find clients who bought gift cards during a certain period.<\/span><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"><strong>Memberships<\/strong>&nbsp;<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Name<\/strong> will help you find clients who bought a specific membership.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Usage<\/strong> will help you find clients who already used or are yet to use their membership.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Status<\/strong> will help you find clients with a certain membership status, e.g. expired membership.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Freeze<\/strong> <strong>status<\/strong> will help you find clients with frozen memberships.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Duration<\/strong> will help you find clients with memberships about to expire.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Date of sale<\/strong> will help you find clients who bought their membership during a certain period.<\/span><br>\u2013 <span style=\"font-weight: 400;\"><strong>Remaining services<\/strong> will help you find clients who have a certain number of visits left on their membership.<\/span><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h_01G8NEW7AQ9C6CNBQTN43QZNC9\"><strong>Client Types<\/strong><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\"><strong>These filters<\/strong> are combinations of types you can use to find clients fitting certain parameters quickly.<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"><strong>New<\/strong> &#8211; new clients who visited you during the last month.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Returning<\/strong> &#8211; clients who made a repeat visit with you during the last month.<\/span><\/li>\n\n\n\n<li><strong>Lost<\/strong> \u2013 clients who haven&#8217;t visited you in the last 60 days.<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Expiring membership<\/strong> &#8211; this segment will help you quickly find clients with an expiring membership (either low number of visits left or expiration date approaching) and suggest they purchase a new membership or just inform them about expiration of their membership.<\/span><\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c1f362f9f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c1f362f9f\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"437\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-1024x437.png\" alt=\"\" class=\"wp-image-207706\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-1024x437.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-300x128.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-768x328.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-1536x656.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-2048x875.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-360x154.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-13.59.48-1568x670.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">To apply a segment click the name of the segment needed and then click &#8220;<strong>Show<\/strong>&#8220;.<\/span><\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h_01G8NEWJ78A1BZTP2GMMSD4GHW\">Working with more than one filter simultaneously<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">You can use additional options to set the filters.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">After you select at least <strong>one filter<\/strong> a <strong>plus<\/strong> button will appear. You can use either <strong>\u2018And\u2019 or \u2018Or\u2019 connective<\/strong>.<\/span><\/p>\n\n\n\n<p><strong>\u2018<em>And<\/em>\u2019 connective<\/strong><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">When using \u2018And\u2019 connective the system will find only clients who fit <strong>each<\/strong> filter parameter.<\/span><\/p>\n\n\n\n<p><strong>\u2018<em>Or<\/em>\u2019 connective<\/strong><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">When using \u2018Or\u2019 connective the system will find clients fitting at least <strong>one<\/strong> filter parameter.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c1f363d1b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c1f363d1b\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-1024x474.png\" alt=\"\" class=\"wp-image-207727\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-1024x474.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-300x139.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-768x356.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-1536x711.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-2048x949.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-360x167.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.02.20-1568x726.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h_01G8NEXA4HR74V2W5WS29RTDPQ\">Examples of using filters<\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NFTNGMCH94HSM0FA26TYV0\">Get a list of clients with birthdays next week.<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\"><strong>Set the Clients &#8211; Birthday &#8211; next week filter<\/strong>, then click <strong>Select<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Click the <strong>Show<\/strong> button to view the results.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NFV9PJN00HBBCZQKFAFVDK\">Find lost clients<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">1. Set the <strong>Bookings &#8211; Booking availability<\/strong> <strong>&#8211; There are bookings scheduled filter<\/strong>. In the same column select the period before the lost period with the same duration as the latter.<\/span><em><span style=\"font-weight: 400;\"><\/span><\/em><\/p>\n\n\n\n<p>Example:<\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">Today is October 1.<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">Your lost period is 30 days.<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">In this case you need to find clients who visited you from August 2 to August 31.<\/span><\/em><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">2. Click the plus button and select <strong>\u2018And\u2019 connective<\/strong>. Add a second <strong>Bookings &#8211; Booking availability &#8211; No bookings filter.<\/strong> In the same column set the lost period.<\/span><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">Example:<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">Today is October 1.<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">Your lost period is 30 days.<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">You need to find clients who didn\u2019t visit you from September 1 to September 30.<\/span><\/em><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">3. Click <strong>Show<\/strong> button.<\/span><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\">When searching for lost clients you can also use Booking status filter:<\/span><\/em><\/p>\n\n\n\n<p><em><span style=\"font-weight: 400;\"><strong>Arrived<\/strong> status in case you need to find clients who made their booking and came in, <strong>No Show<\/strong> in case you need to find clients who made their booking but didn\u2019t come in.<\/span><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NFVSF2461AK95076WHR4D0\"><strong>Find all clients with bookings for a single professional only.<\/strong><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">1. Set the <strong>Bookings &#8211; Booking availability &#8211; There are bookings scheduled filter,<\/strong> click <strong>Select<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">2. Set the <strong>Bookings &#8211; Team member &#8211; Name of the Team member<\/strong>, click <strong>Select<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">3. Click the <strong>plus<\/strong> button and select <strong>\u2018And\u2019 connective<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">4. <strong>Set Bookings &#8211; Booking availability &#8211; No bookings<\/strong> as the second filter and click <strong>Select<\/strong>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">5. In the second filter set <strong>Bookings &#8211; Team member &#8211; All team members<\/strong> except the one you checked earlier, click <strong>Select<\/strong>.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c1f364b02&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c1f364b02\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-1024x472.png\" alt=\"\" class=\"wp-image-207775\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-1024x472.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-300x138.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-768x354.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-1536x708.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-2048x944.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-360x166.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-12-at-14.10.33-1568x723.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">6. Click the <strong>Show<\/strong> button to view the results.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_01G8NFW1K2CR9XF92YSVG91ZT9\">Find clients who received SMS mail out in January or March.<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Set the <strong>Clients &#8211; Received SMS mailing &#8211; From January 1, 2025 to January 31, 2025<\/strong>, click <strong>Select<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click the <strong>plus<\/strong> button and select \u2018<strong>Or\u2019 connective.<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Set the second filter to <strong>Clients &#8211; Received SMS mailing &#8211; From March 1, 2025 to March 31, 2025<\/strong>, click &#8220;<strong>Select&#8221;<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click the &#8220;<strong>Show&#8221;<\/strong> button to view the results.<\/span><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>In the Clients &gt; All Clients section, you can use a range of filters to segment your clients. This will allow you to create lists of clients for SMS mailouts (works only if you have an SMS provider&nbsp;connected) or to add them to a specific category. Filter client information according to the parameters you need&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861296116253-client-database-filters\/\">Continue reading <span class=\"screen-reader-text\">All Clients section filters<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[46],"doc_tag":[1714,1507,1534,1759,1522,1729,1579,1744],"class_list":["post-1443","docs","type-docs","status-publish","hentry","doc_category-working-with-client-database","doc_tag-all-clients-en","doc_tag-client-en","doc_tag-gift-card-en","doc_tag-lost-en","doc_tag-membership-en","doc_tag-new-en","doc_tag-products-en","doc_tag-returning-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":1127,"total_views":"296","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Working with Client Database","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/working-with-client-database\/"}],"doc_tag_info":[{"term_name":"All Clients","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/all-clients-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Lost","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/lost-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"},{"term_name":"New","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/new-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Returning","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/returning-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1443","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1443"}],"version-history":[{"count":4,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1443\/revisions"}],"predecessor-version":[{"id":316015,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1443\/revisions\/316015"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1443"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1443"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}