Audiences are managed within the Clients Tab. To create an audience first you have to select a filter. Clients can be filtered by visit type, service provider, date of last appointment, and referral source, in any combination therein. After the desired list is created, it can then be exported to a CSV file.

Creating an Audience

From the Clients tab, check the boxes on the right of the screen to select from what was Purchased, who the Provider was, when their Last Appointment occurred, and the Referral Source. Multiple boxes can be checked. To the right of every checked box is the specific number of individual clients that fit that search criteria. Once you have selected at least one filter a Save Audience button will appear on the right side of the screen. Pressing that button will open a model that lets you name the Audience and write a description for it.

Editing & Deleting an Audience

Once you have created an Audience it will show up at the top of the list of selections. Changing the filters in the Audience will automatically update it. Clicking the Edit Audience button on the top right will open a model that lets you update the Name and Description. You can also delete an Audience using the Delete Audience button on the bottom left.

Note the system will not allow you to delete an Audience that is part of a scheduled One-Time Blast Campaign.

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