How to Generate a Non-Returning Client List for Marketing

Access the Client List Tool
- Navigate to Tools > Marketing > Clients.
Set Filters for Non-Returning Clients
- Tick the checkbox labeled Non-Returning Clients.
- Select a date range:
  For example, to find clients who visited in September but have not returned, count back three months and select the range (e.g., 1st September – 30th September).
Review the Data
- After selecting the date range, review the filter criteria:
  - Visits within the specified date range.
  - No subsequent visits since the end of the range.
Generate the List
- Click Compute, then press Done to process the data.
- Review the generated list and exclude any unnecessary fields. Please note, we highly recommend selecting the option Remove future appointments. This will ensure clients that have an appointment booked in some time in the future, will not recieve this email.
Save the File
- Click Save, choose a destination for your file, and save it for future use.
Utilize the List for Marketing
- Upload the saved file into your marketing platform to target clients effectively.

This tool allows you to pinpoint clients who haven’t returned since a specific visit, enabling focused re-engagement campaigns.

Here's a step-by-step guide to creating a targeted client list using the Shortcuts platform.