Power Search criteria | WellnessLiving Help Center

Power Searches can be used to create custom search criteria to filter the clients displayed in your client list and in most reports. Power Searches are also used when creating client groups from the Client Groups page. Any combination of criteria can be used.

The table below describes the criteria that can be used in Power Searches.

Criteria	Description
Abdomen	Choose specifications for the abdomen measurement listed on the clients’ transformation log and enter the value.
Account balance	Choose specifications for account balance listed on clients’ profiles and enter the value.
ACH data	Choose whether the clients shown in the search results have an ACH account saved to their profile.
Achieve	Choose whether the clients shown in the search results are Achieve Client App users. To be considered a user, a client must have downloaded the app and signed in at least once.
Active Purchase Option	Choose whether the clients shown in the search results have an active Purchase Option. When screening for clients with a specific active Purchase Option, click Add hold requirement to further specify whether the active Purchase Option is on hold.
Address	Choose specifications for the address listed on clients’ profiles and enter the value.
Age	Choose specifications for age listed on clients’ profiles and enter the value.
Arm	Choose specifications for the arm measurement listed on the clients’ transformation log and enter the value.
Belt rank	Choose specifications for the belt rank on clients’ profiles and enter the value.
Birthday	Choose specifications for the birthday listed on clients’ profiles and, if required, enter the value or choose the dates. Your choices are: In the last – The clients shown in the search results have a birthday occurring within the time frame you specify by entering a value and choosing whether that value represents a number of days, weeks, months, or years. In a specific range – The clients shown in the search results have a birthday occurring between the dates that you choose from the two calendars. Today – The clients shown in the search results have a birthday occurring today. Yesterday – The clients shown in the search results have a birthday occurring yesterday. This week – The clients shown in the search results have a birthday occurring during the current week. This month – The birthday of clients shown in the search results occurs during the current month. Is empty – The clients shown in the search results do not have a birthday specified. Is not empty – The clients shown in the search results have a birthday occurring on any date. Custom – The clients shown in the search results have a birthday occurring on the date that you choose from the calendar. Last week – The clients shown in the search results have a birthday occurring during the previous week. Last month – The clients shown in the search results have a birthday occurring during the previous month.
Blood pressure	Choose specifications for the blood pressure reading listed on the clients’ transformation log and enter the value.
Body fat %	Choose specifications for the body fat percentage listed on the clients’ transformation log and enter the value.
Bust	Choose specifications for the bust measurement listed on the clients’ transformation log and enter the value.
Cell phone	Choose specifications for the cell phone number listed on clients’ profiles and enter the value.
City	Choose specifications for the city that clients reside in and enter the value.
Client activity date	Choose to specify if a client participated in an activity on, before, or after a specified date.
Client alert	Choose to specify the type of client alert that has been applied to clients’ profiles.
Client flag	Choose whether to include clients whose profiles are flagged.
Client group	Choose which client groups the search results should or shouldn’t include.
Client ID	Choose specifications for the client ID listed on clients’ profiles and enter the value.
Client Since date	Choose specifications for the date the client joined your business.
Client status	Choose the type of client profile status shown in the search results. The statuses you can choose are: Activated – Client can be booked into services and purchase items in the store. Deactivated – Client can’t be booked into services and purchase items in the store. A client’s status is set in their Client profile Overview page.
Client reviews	Choose if clients appear in the search results based on whether they’ve left a review with the specified number of stars. Click Add time frame to filter results based on when the review activity last occurred.
Client transactions are paid for by	Choose to filter client transactions based on who handles payment. The available options are: Themselves – The report will filter results to include clients who pay for all their own transactions. Another client – The report will filter results to include clients whose transactions are paid for by a relationship. For example, individuals such as a parent, guardian, friend, sibling, spouse, or other.
Client type	Choose which client types the search results should or shouldn’t include.
Contract	Choose whether the clients shown in the search results have signed a contract.
Credit card	Choose whether the clients shown in the search results have a credit card saved to their profile.
Edited Purchase Option	Choose whether the clients shown in the search results own Purchase Options that have been edited.
Email	Choose specifications for the email address listed on clients’ profiles and enter the value.
Expiration date	Choose whether clients appear in the search results based on when their specified Purchase Option expires.
First name	Choose specifications for the first name listed on clients’ profiles and enter the value.
First visit	Choose whether clients appear in the search results based on what service they attended for their first visit.
Form	Choose whether clients shown in the search results have a specific form associated with their profile, and whether it’s completed, not completed, or a draft.
Gender	Choose whether the clients shown in the search results Is or Isn’t described as Unspecified, Female, or Male by selecting your desired choices from the list.
Height	Choose specifications for the height listed on the clients’ transformation log and enter the value.
Hip	Choose specifications for the hip measurement listed on the clients’ transformation log and enter the value.
Home location	Choose which of your locations should or shouldn’t be set as the home location for clients shown in the search results.
Home phone	Choose specifications for the home phone number listed on clients’ profiles and enter the value.
Last name	Choose specifications for the last name listed on clients’ profiles and enter the value.
Last visit	Choose whether clients appear in the search results based on when and where their last visit occurred. Your choices are: Number – The number of days, weeks, or months since the client’s last visit. Day(s)/week(s)/month(s) – The duration of time since the client’s last visit. Select location(s) – The location at which the client’s last visit occurred.
Lifetime visits	Choose whether clients appear in the search results based on the total number of visits they attended with your business. Your choices are: At least – Clients shown in the search results have more than the specified number of visits. Fewer than – Clients shown in the search results have less than the specified number of visits. Exactly – Clients shown in the search results have the specified number of visits. Between – Clients shown in the search results have a number of visits between the two specified numbers.
Pre-workout heart rate	Choose specifications for the pre-workout heart rate reading listed on the clients’ transformation log and enter the value.
Progress picture	Choose if clients appear in the search results based on whether they have a progress picture on their client transformation log.
Purchases	Choose whether clients are shown in the search results based on their purchases. You can further specify whether the purchased items are active. Your options are: Include – Clients shown in the search results have purchased all the items that you choose from the list. Don’t include – Clients shown in the search results haven’t purchased any of the items that you choose from the list. Note: If you apply a Power Search on any purchases, it will return any purchase records belonging to the client. Advanced filters should be used instead of Power Searches when looking for specific purchase records.
Relationship status	Choose whether clients are shown based on if they have a relationship status with another client.
Rewards points	Choose whether clients are shown in the search results based on their reward points totals.
Staff verification	Choose whether the clients shown in the search results require staff verification.
State	Choose specifications for the state listed on clients’ profiles and enter the value.
Subscription status	Choose whether the clients shown in the search results have a specific subscription. You can specify which subscription services you’re searching for in the dropdown list.
Thigh	Choose specifications for the thigh measurements listed on the clients’ transformation log and enter the value.
Visits remaining	Choose whether clients appear in the search results based on the number of visits remaining on their Purchase Option.
Visit status	Determine if clients appear in the search results based on whether they have a certain status for services you select in a specified date range. Your options are: Select services – The services clients visited. Date – The date range in which clients visited the services you selected. If All time is selected, the system will include clients from 15 years in the past and clients booked up to 15 years in the future from the current date. Is/isn’t – The clients returned have the status you select. status – The status of the client’s visit. If booked is selected, the clients returned have all possible status options. Add staff requirement – The staff members who lead the services you selected. Add number of visits – The number of visits of the specified service.
Waist	Choose specifications for the waist measurement listed on the clients’ transformation log and enter the value.
Waiver	Choose whether the clients shown in the search results have signed the waiver.
Weight	Choose specifications for the weight listed on the clients’ transformation log and enter the value.
Work phone	Choose specifications for the client’s work phone number listed on clients’ profiles and enter the value.
ZIP code	Choose specifications for the ZIP code listed on clients’ profiles and enter the value.

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