You can search for a specific client by entering their name or email on the search bar. To look for all clients with a specific segment, you can use the segment filter.
To do this, go to Contacts > My Contacts on the sidebar, and select Filter to choose the segment or enter the information on the search bar.
These are the segments you can filter by:
Invited
Someone you have invited via email but hasn't made a purchase yet.
Lead
Someone who created an account on your website, but hasn't made a purchase yet and doesn't have scheduled plans either.
Pay as you go
A client who has made a PAYGO purchase.
Trialing subscriber
A client who signed up for a subscription and is currently on its trial period. Applies to unlimited memberships or pack subscriptions.
Active subscriber
A client who has an active subscription. Applies to unlimited memberships or pack subscriptions.
Active one-time plan
A client with an active one-time payment pack.
Overdue subscriber
A client who has a subscription that has a retrying invoice status. This segment is only assigned to a client who has paid for the subscription with a Card online.
Scheduled subscriber
A client to whom you have scheduled a subscription on a future date. Applies to subscriptions with or without trial days.
Scheduled one-time-plan
A client to whom you have scheduled a one-time payment pack on a future date.
Scheduled cancellation
A client who has a cancellation scheduled on a future date. This client will still have access to what's included in the plan until the scheduled cancellation date arrives.
Unpaid subscriber
A client who has 1 or more unpaid subscription invoice(s). This segment is only assigned to a client to whom you added a plan with an Offline payment method. Plans managed with a Card online will go from an Overdue Subscriber to an Ex-subscriber as soon as all attempts are over.
Unpaid one-time-plan
A client who has 1 or more unpaid one-time payment pack invoice(s).
Ex-subscriber
A client who has canceled a subscription and no longer has access to what's included. This segment is also applied to a client who has canceled a plan within the free trial period.
Ex-one-time plan
A client who has finished the one-time payment pack tickets or whose one-time-payment pack's end date has arrived.
🧙♂️ Want other options? Filter your contacts ⬇
All
Is the total list of all of your contacts
Clients
Every contact that has made a purchase. This option is divided into the following segments:
All: Every contact that has made a purchase
Active subscribers: Someone who has an active subscription
1x purchases: Someone who has an active one-time purchase
Lost: Clients who cancelled their subscription or whose one-time purchase already expired, and no other purchase happened afterwards. (They have purchased before).
Leads
It corresponds to all those people who have only created their account but have not made a purchase. This option is divided into the following segments:
All: Every contact who has never made a purchase. (Invited and Lead)
New: Every lead that has signed up in the last 30 days
Trial Period: Lead doing a trial, committed to convert to a subscriber unless is cancelled before.
