Customer list: search, filters and active plans

When you click Customers in the left menu, every customer registered in your business opens in a single list. The number under the title (e.g. "124 customers registered") counts the customers matching the current search and filters. Four buttons sit at the top right: Save List, Import, Bulk Add Customers and New Customer.

Table columns

• Customer: a round initials avatar and the full name; a red "Banned" badge next to the name if the customer is banned. Gender and date of birth underneath (e.g. "Female · 14 Mar 1995").

• Contact: the primary phone number (e.g. "+90 532 123 45 67"); "—" for a customer without a number.

• Tags: the first two tags in the colour you chose on the My Business → Settings → Tags card, the rest behind a "+N" badge. Hover over the tags to see all of them.

• Active Plan: the customer's active packages and subscriptions, as a small version of the "My Active Plans" card in the mobile app. A package card's ring shows the credits (used, reserved, remaining) with the remaining credits in the middle, and a summary such as "5/10 left · 2 reserved · 12 days left" underneath (an open-ended package shows no days left). A subscription card's ring shows the days (elapsed, remaining), with "18 days left · Ends 20 Oct" underneath. When a customer has several plans, use the arrows to the right of the card to move between them; the card shows a "1/3" counter. A customer who had a package or subscription but has no active plan left shows a red "Plan ended", and a customer who never had one shows a yellow "No plan". Credits reserved by class or lesson-plan enrollments are not part of the remaining count; a frozen subscription is not shown in this column.

• Visit: the visit status based on the customer's own rhythm, as a badge with an icon (Active, Late, At risk, Lost...); underneath, "N days overdue" if they passed their rhythm, otherwise the last visit date. The (i) icon in the column header explains the column; hovering over the cell shows the rhythm, last visit, next booking and how overdue they are.

• Reliability: a 0–100 score calculated from no-shows, late cancellations and past-due debt, a progress bar out of 100 and the level; "Not enough data" on thin data. Hovering over the cell shows the reasons and their effect (e.g. "Didn't show up for 2 of 8 bookings · Impact on score: -34"). Details: the Visit rhythm and reliability article.

• Action: an arrow button that opens the detail page.

Search

The "Search name, phone or email..." box searches as you type; it covers first name, last name, e-mail and both the primary and the second phone number. Upper/lower case and Turkish characters do not matter: typing "idil" finds "İDİL" and "ozturk" finds "Öztürk". You can type the phone number with spaces or a leading 0 (e.g. "0532 123 45 67").

When there is more than one page, under the list you see the range and the total (e.g. "1–50 / 124 customers"), the page numbers and the "Per page" choice (10, 25, 50 or 100; 50 by default).

Filters

• Top row: the search box, gender (All Genders / Male / Female / Other), the sorting menu and the Filters button.

• The Filters button opens a second panel: Birth Month (All Months or January–December), Visit status (multi-select), Reliability (multi-select), Status (All / Active / Banned), Package Status (All / Has an Active Package / No Active Package), Tags (multi-select) and a Registration Date range (After... / Before...).

• Tags: if you pick several tags, customers carrying at least one of them are listed.

• Registration Date: the days you enter in After... and Before... are included in the range; filling in only one of them is enough.

• Clear: appears while there is text in the search box, a filter or a non-default sort; it resets the search, all filters and the sort in one click.

Sorting options

The sorting menu has 15 options; the default is Newest:

• Newest and Oldest (by registration date)

• First Name (A-Z), First Name (Z-A) and Last Name (A-Z)

• Birth Month

• Most off-rhythm first

• Last visit (newest first) and Last visit (oldest first)

• Reliability (lowest first) and Reliability (highest first) — customers without a score go to the end

• Remaining Package Credits (High to Low) and Remaining Package Credits (Low to High)

• Reserved Credits (High to Low) and Reserved Credits (Low to High)

Spotting sales opportunities with filters

• Use Package Status → "No Active Package" to list the customers who are candidates for a new package sale; you can tell the ones with a subscription apart in the Active Plan column.

• Use the Birth Month filter to prepare a birthday campaign for the customers born that month.

• Pick Visit status → Late and At risk and sort by "Most off-rhythm first" to bring the customers who are about to stop coming to the top.

• You can save the audience you filtered with "Save List" and turn it into a campaign (see the Saving a customer list and starting an SMS campaign article).