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How do I find the clients who have not been back for 3 months?

In Appointments › Clients choose the “Not back for 3+ months” view. These are the clients worth inviting back.

Where: AppointmentsClientsNot back for 3+ months

Steps

  1. Open Appointments › Clients.
  2. At the top choose “Not back for 3+ months”.
  3. Call or write to each client from their profile.
The Appointments › Clients › Not back for 3+ months screen in WordPress
The screen in WordPress, with sample data. Click the picture to see it full size.
Good to knowTo invite clients automatically after a certain service, see “Next visit” in Marketing.

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