A smart list groups the clients who meet a set of rules and updates itself. For example: "clients who came to Pilates this month" or "clients with no purchases in the last 60 days".

  1. Go to Client area › Smart lists and click New smart list.
  2. Give it a Name and a Description.
  3. Under Match, choose whether clients must meet all the rules or any of them.
  4. Add the rules: attendance, purchases or field values. For example: Service = Pilates, Attendance, From / To.
  5. Click Preview to see which clients match.
  6. Click Save.

You can use these lists as recipients when you send an email or a notification.