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How to View Clients That Have A Birthday/Anniversary In A Month*
Overview
This tutorial explains how to view a list of clients that have a birthday, anniversary, or a specific date type in a particular month.
How To View Clients That Have A Birthday Or Anniversary In A Specific Month- Go to the Clients component
- Click on the Reports tab
- Click the View Clients with Dates button in the Client Settings section
- Select the desired month
- Select the desired date type
- For example, if you wished to view the clients that have a birthday that month select the date type of Birthday
How To Export the list of Clients to a csv file- Click on the Group Operations menu bar
- Click the Select All menu item
- Click on the Group Operations menu bar again
- Click the Export Selected Clients to CSV menu item
How To Have StudioCloud Automatically Email or Text Message a Client
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