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Client list, client profile, sales, bookings, purchases, documents, and smart lists.
By Momento · 4 articlesFilter clients
Find clients by combining criteria such as memberships, balance, bookings, birthdays, billing data, or communication preferences.
Create a client
Register a new person and then review their profile, sales, bookings, and preferences.
Use client smart lists
Create dynamic segments based on rules to find clients and act in bulk.
Manage clients, profiles, filters, and smart lists
Work with the client list, profiles, sales, bookings, purchases, documents, and smart lists.