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New client report

Get a list or send a message to your new clients

Dr Askari avatar
Written by Dr Askari
Updated over 6 months ago

Currently, the way to get information on new clients is to create a segment to generate a list of clients that meet the segment rules. You can then download that list or send a message to it.

  1. Go to Marketing > Segment > New segment

  2. Select the rules as per the screenshot below, using the date rules you want

Click "Client count" to see how many people match your rules.

See the details of the new clients

  1. Save the segment (ensure that you give it a name)

  2. Click Options>Download CSV

  3. The csv file contains:

    1. First name

    2. Surname

    3. Dob

    4. Gender

    5. Customer ID

    6. Email

    7. Phone

    8. Referral source

    9. Marketing preference

    10. Address

    11. Days since last visit

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