To find a list of active clients who have not visited or made a payment in a certain time frame, you can run the Inactive Client Report to obtain this information.
The report will return a list of clients who have values prior to the date entered.
Filters for the Inactive Client Report include:
- Last Visit Date (last appointment date)
- Last Payment Date
- Date Created Prior To
Running the Report
- Click on Menu > Reports from the sidebar.
- Click on the edit pencil next to the Inactive Client Report.
- Click New Run
- Enter a Name
- Clear or enter appropriate date and other filters.
- Click Generate.
For example, entering a "Date Created Prior To" of 02/01/2021 will return all clients who were created before 02/01/2021.