Customers

Find customers by segment or birthday

Where do you use Acomply?

Step by step

Open “Clients” from the sidebar.
In Customers choose All, Top, Inactive or Never visited and combine with name/email/phone search. If opened from a professional’s retention card, clear that professional filter to read the whole location.
Top ranks completed-appointment lifetime spending; Inactive requires a completed visit more than 60 days ago; Never visited means no completed visit. A pending booking does not establish attendance.
Upcoming birthdays appears when birth dates are saved. To add one, the owner edits the profile and saves Date of birth when enabled; do not invent a date to appear in the list.
Open the card/row and check identity before contacting. WhatsApp links prepare a manual message that you review and send. Filtering or opening a link does not start a campaign or record marketing consent.
If someone is missing, choose All, clear search and verify location/professional. A birthday-widget error does not establish missing dates; inspect the profile. Automatic birthday notices are configured separately.

Feature availability depends on your plan and permissions.