Client Filters for Automated Flows
When building an automated flow, you can add conditions to the flow to check for specific client criteria, such as membership status or appointment history.
You can also apply filters to conditions to further customize your flows. For example, you can check whether a client has or does not have a specific membership plan.
Filters can be useful when applied to trigger conditions, as shown below. This ensures that only clients who meet the filters will enter the flow, giving you more accurate flow statistics.
The table below outlines all the available conditions for flows.
Condition | Description | How you can filter this condition |
|---|---|---|
Client attributes | Check if the client's profile has or does not have specific attributes. | • Gender • Tag • Referred by • Client notes |
Client future appointments | Check if the client has or does not have future appointments. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Incomplete forms |
Client past appointments | Check if the client has or does not have past appointments. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Incomplete forms |
Client sales | Check if the client has or does not have sales history. | • Amount • Date • Location |
Client memberships | Check if the client has or does not have a membership. | • Membership plan • Status • Start date |
Client product purchases | Check if the client has or does not have product purchase history. | • Product • Product category • Date |
Client gift card purchases | Check if the client has or does not have gift card purchase history. | • Amount • Date |
Client packages | Check if the client has or does not have a package. | • Package type |
Client total spend | Check how much the client has spent in total sales. Includes services, products, gift cards, packages, new memberships, and membership renewals. | • Amount • Date |
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