Filter out clients who already have an appointment
D
David Graves III
Have a filter for marketing emails and text to exclude clients who are already on the books with an appointment have a time frame for them so exclude for a date range. This way your loyal clients who booked won’t get the marketing emails not targeted towards them.
I
Ian .
If I understand correctly, this already exists within the advanced filters as we screen out clients with future appointments when marketing. The filter we use is No Visit (<Days Ago) which will exclude any client who has a future booking after the number of days indicated. I hope this helps.