Support Client Management
How do I filter clients by service / class they’ve attended?

How do I filter clients by service / class they’ve attended?

Posted by Support Team on January 3, 2022 — Updated on May 15, 2025

This filtering feature is designed for client to quickly identify clients based on the services or classes they have attended.

1. Click “Clients”.

Begin your journey by accessing the ‘Clients’ section, where you can manage and view all client data, setting the stage for effective filtering.

Click 'Clients'.

2. Click “Filters”.

Navigate to the ‘Filters’ option to refine your search, ensuring you can quickly find the specific clients you need based on their service or class they have attended.

Click 'Filters'.

3. Click “Custom Status”.

Select ‘Custom Status’ in order to select ‘Has Visited This Service’ option.

Click 'Custom Status'.

4. Search and select “Has Visited This Service”.

Choose ‘Has Visited This Service’ to filter clients who have engaged with specific services, providing insights into client participation.

Search and select 'Has Visited This Service'.

5. Click “Private Skills Session”.

Select ‘Private Skills Session’ under Service dropdown list to focus on clients who have attended this particular service.

Click 'Private Skills Session'.

6. Check the filtered clients to see the services or classes they’ve attended.

Finalize your filter settings to generate a tailored view of clients, empowering you to take informed actions based on their service history.

Check the filtered clients to see the services or classes they've attended.

By utilizing the filtering feature, users will effortlessly identify and engage with clients based on their service or class they have attendance.

Support Team - Can’t find the answer you’re looking for? Don’t worry we’re here to help! Contact support via this link and we'll get your questions answered!
We make fitness businesses happy and successful. We are a next-generation software platform dedicated to making it easy for fitness professionals to manage their entire fitness business in one place.
Follow us:
Company
Start Here
Copyright © 2025 Exercise.com
Made with ❤️ at 15310 Amberly Dr, Suite 250, Tampa, FL 33647 & world-wide
Privacy Policy
Terms of Service
CCPA