How do I filter clients by a package they’ve purchased?

Here’s how to filter clients by a package they’ve purchased, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

filter clients

Step-by-Step Guide:

Step 1: Click on filters.

filter

Step 2: For Custom Status, select “Owns this Package” from the drop-down list.

owns this package

select package

Now you can filter clients by a package they’ve purchased!

Updated on January 2, 2022

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