At a Glance
Creating a client list means filtering your clients into a targeted group — such as lapsed clients or those who had a specific treatment — ready for a marketing campaign. ClinicSoftware.com builds lists from live client data, so campaigns reach exactly the right people.
How do you create a client list?
You filter clients by criteria such as last visit, treatment or spend to form a group. That group becomes a marketing audience. ClinicSoftware.com builds it from live data.
Why build targeted lists?
Targeted lists mean a campaign reaches the right people — lapsed clients for win-back, high spenders for premium offers — which lifts response and avoids irrelevant messaging.
Frequently Asked Questions
How do I create a client list?
Filter clients by criteria such as last visit, treatment or spend to form a group. ClinicSoftware.com builds it from live data.
Why build targeted lists?
So campaigns reach the right people, which lifts response and avoids irrelevant messaging.
Can I reuse a list?
Yes, and because it draws on live data it can refresh as clients meet the criteria.
What can I filter by?
Last visit, treatment, spend, client group and more.
How It Works in ClinicSoftware
01
Choose your filter criteria
02
Build the client list
03
Review the audience
04
Send a targeted campaign
Create saved client lists based on any combination of filters — last visit date, service history, spending level, tag, membership status, location, or marketing opt-in. Use lists to run targeted email or SMS campaigns, assign bulk tasks, or export for external marketing tools.
How It Works
01
Navigate to Clients → Lists → Create New List
02
Apply filters: last visit, service type, spend threshold, tag, or custom field
03
Preview the matching clients and adjust filters until the list is exactly right
04
Save the list with a name — it updates dynamically as new clients match the criteria
Key Features
Filter-Based List Building
Dynamic Auto-Update
Preview Before Saving
Email Campaign Integration
SMS Campaign Integration
CSV Export
Tag Assignment
Bulk Task Creation
Pro Tips
Create a 'Lapsed Clients' list for anyone with no visit in 90 days and run a re-engagement campaign monthly
Build a 'High Value' list of clients who have spent over a set threshold to target with premium offers
Use dynamic lists so they automatically include new clients who match the criteria without manual updates