Contact Filters

APPLIES TO: Admins

Last updated: June 3, 2025

Table of Contents

To access your contact filters, hover over the navigation panel on the left, click Contacts
Under the Clients tab, you will notice a Filters button, click the button to pull up the Contact Filters drawer

From here you will be able to access any previously saved filters or you can create a new filter by clicking on the button on the bottom right.
- Note: You can click the blue person icon to create a contact group using a saved filter

Note you are able to filter based on the following types of data:
- Demographics: Age, Date of Birth, Birthday Month, Gender, Zip Code
- Activity: Account Status, Account Type, Member Status, First Purchase Date, Last Purchase Date, Purchased Product, Purchased Product Type
Once you input/select a filter (or group of filters), make sure to hit Apply Filters to confirm your choices

After selecting Apply Filters, your Clients list will automatically update to show you the new filtered list

Note you can add a Filter Name and click Save Filter to save that specific filtered list for repeated or later use

Once you've saved a Filter List, it will be easily accessible from the list of Saved Filters

To manage or remove any saved Filtered Lists, click the Filter and scroll to the bottom of the drawer and click Delete or Update Filter

You are also able to Export these lists by clicking on the blue Export button when viewing a Filtered List

The export will be a .csv file including the First Name, Last Name, Email, Phone, Gender & Date of Birth of the contacts inside the Filtered List

Contact Filter Options

Age
Date of Birth
- Is before
- Is after
- Is between
Birthday Month
Gender
Zip Code
- Note: can select multiple
Account Status
- Active - they have accepted the invite and verified their email address
- Invited - they have not verified their email address
- Unclaimed - they were created via POS and have not verified their email address
Account Type
- Managed - child/athlete
- Primary - parent/guardian
- Lead - email address is in the system for marketing purposes
Member Status
- Active
- Suspended
- Cancelled
- Past Due
- Non Member
First Purchase Date
- The date they made their first purchase in the software
Last Purchase Date
- The date they last purchased something in the software
Purchased Product
- A specific event, membership, retail item
Purchased Product Type
- An event type aka summer camp, baseball lesson, etc
  - Use Case: Create a group of every parent that purchased a camp
Events Booked
- All clients that have booked a specific event
  - Use Case: Create a group of every athlete that booked private lessons

In this article, learn how to filter your contacts for deeper insights and more targeted marketing efforts.