How to Create a Client List for a Preferred Employee

Steps to Generate a Client List

1. Access the Tools Menu:

   • Navigate to Tools > Marketing > Clients.

2. Select a Preferred Employee:

   • Click on Preferred Employee, choose the desired employee, and press Done.

3. Optional: Filter by Date Range:

   • To narrow the client list, specify a date range (e.g., the last 12 months or two years).
   • Press Compute after setting the date range.

4. Review and Customize the List:

   • The generated list will display clients who prefer the selected employee.
   • Use the following options to refine your list further:
     • Sort by Name: Arrange the list by first or last name.
     • Exclude Children: If your campaign is focused on services like skin treatments, anti-aging, or color services, exclude child clients to ensure relevance.

Finalizing and Using the List

• Save the List: Store the list for future reference or repeated use.
• Generate and Export: Export the list to Shortcuts Marketing Plus for email or SMS campaigns by clicking Generate.
• Check Client Count: Confirm the total number of clients on the list to ensure accuracy before proceeding with your campaign.