[New] Appointments Booking Filters

[#1]

Hi Seller Community!

As an Appointments seller, it’s imperative to communicate with your clients before and after every appointment. 

We are introducing three new bookings filters (Last booking date, First booking date, and Booked with) into your Customer Directory. Now, you can more quickly and effectively communicate with your clients and understand their booking habits.

 

Using booking filters is easy:

• Click on the Filters button from your Customer Directory
• Filter Customers by selecting parameters for the new Booking Filters (First booking date, Last booking date, Booked with) 
• View the number of customers that match the criteria
• Click the Save as group button to name and save the group

You can also keep your clients coming back by sending a targeted marketing campaign created with these filters.

Examples include:

• A reminder to schedule their next appointment 
• A thank you for services purchased or spend
• Letting a staff member’s clientele know that they’re out sick
• Welcoming a new client after they book their first appointment

Limitation Notes: 

• This update will not support recurring appointments
• The Booked with filter is only available to owners and staff with appointments and scheduling permissions turned on. Learn more about permissions.
• If you don’t have marketing permissions to send a campaign, you will be unable to send a campaign to a smart group with booking filters
• You’ll be able to search for appointments that date back to December 2020

Exciting iterations to look forward to in Q1 of 2023:

• Ability to create and send automated marketing campaigns
• Support adding “Service” as a filter and parameter

Please reach out with any questions.

For more information on Customer Directory and Square Appointments, check out our Support Center article here. You can also learn more about Customer Directory filters and groups here.

[TCSlaguna]

Oh wow! This is a powerful tool for getting information quickly and reaching out to clients. We can see many potential use cases where we can utilize this feature. Thanks! 

[JessPoynter]

This is REALLY exciting!! Thank you so so much!! 
With the launch of customized marketing in Q1 '23, is there a potential for other text messaging customization? 🤔😬🤞

Seriously though...thank you for this! 

[mptc]

Can they alphabetize by last name?

[_Violet]

Hi there, @mptc 👋 The Customer Directory automatically sorts your customers by their first name and then their last name. There isn't currently an option to sort your customers by their last names first. This would be considered a feature request. To learn more about how feature requests work, please see this post from one of our Seller Community Moderators. 

In the meantime, keep an eye out for any updates in our Seller Community. We appreciate your input! 🙂

[Dbaraga]

It would be great to be able to filter by service.  Also, your engineers are thinking too short term with client frequency.  My business sees client 1-2 times per year.  Filters and marketing limits to a short time period

[ASPettus]

This is great! I would love the ability to select a specific date as the first/last booking date. For example, see all clients that had a first/last booking before/after 01/01/2022 (or any date). 

[DelaliSalon]

This is great and I do hope your engineers are working on a timeframe filter to help us narrow down higher spender. This would help many of us 

[Monicarae]

Hopefully at some point we can also BLOCK customers from booking. Ex: that like to no show etc.

[Stephiesava]

This would be amazing!! Block no-shows and inappropriate clients without turning off the entire online booking option!    I’m also hoping for an option to only show appointment options immediately before or after already booked appointments so I avoid gaps but I’ve been hoping for that for almost 5 years now. 

[etruax]

Hey @ASPettus ! I'd love to hear more about this request - what exactly are you looking for when you want to search for your customers that have booked before or after a specific date?

[etruax]

Hey @DelaliSalon, Would you help me understand what you mean by a timeframe filter? What are you looking for in a high spender?

[etruax]

Thanks for your feedback, @Dbaraga ! We definitely want to add a "service" filter in our next version of this feature.

Can you help me understand how we should be revising features like this to think of limiting to a longer time period for businesses like yourselves, that see clients 1-2 times per year?

[DelaliSalon]

The option to pull yearly spending data on clients with a filter to see our highest spending clients vs low.

[etruax]

Got it, thanks for the feedback @DelaliSalon -- you can currently filter your high spenders in the following way:

1/ On the Customers main dashboard, click "Filters"

2/ Click "Total Spent" Filter in "Purchase Filter"

3/ Insert the number you consider for a customer to be a high spender (i.e. show me all customers whose total spent is greater than $1,000)

4/ You can see the customers who fall into that category

5/ If you want to see all customers who have spent that much in the last 12 months, select the "Purchase Date" parameter. 

Let me know if this is helpful. I'd also check out the Transactions reporting to see additional details about customer spending (under Card #, choose Customer). 

[Daliayanira]

How can a staff get reminders in an appointment, currently only clients get reminders on a text or email but I need the staff and the owner

 get reminders 

[_Violet]

Hi @Daliayanira - Thanks for reaching out to us here on the Square Seller Community👋😊

You and your staff can receive email and text message appointment notifications. From Staff, click any staff member to edit their notification settings. Click “Owner sent a copy” for each staff member to receive copies of all appointment notifications. For more details, please see this article from our Support Center.

I hope this information is helpful but please do let me know if you have any additional questions.

[Woodsthegroomer]

I agree , no calls or shows send them a notice about missing the appointment and  they will have a fee or pay for service when booking the next appointment. 

[Stacelyn24]

Can't wait to try out the new filters.  When they make it a way to see our top spenders that will be a game changer.  I always love to see new and improved updates to the Appointments because that is where my business spends 90% of it's time lol 🙂

[gingerlywax]

Do you utilize the no-show protection? That way they must provide a cc when booking. This is not helpful when their card is declined though.  

[Sassy-nola]

THANK YOU SQUARE!!!! I'm looking forward to trying the NEW options/functions out.  I'll give you some feed back after I send out my campaign

Shearly yours, 

Stacey P

[etruax]

@Stacelyn24 what do you want to do with this data, once you see your top spenders? What do you want to do with your top spenders?

[AHigherQuality]

Love this new feature especially for those who have a very large customer contact list!

[Dove09]

That is definitely a problem. I can't believe there is NO option for a deposit requirement for selected services. People book that don't have the money to begin with on occasion then no show. Or they just remove their card. I don't have time to create an invoice for a deposit for each client that books with all the info then wait for invoice payment to then approve their appointment then edit their appointment to deduct the deposit from the invoice. As a previous software engineer is not too difficult to create an option for non-refundable deposit on our end. We all really need this option. 

[Dove09]

What most of us that use Appointments all day have been asking for is the option for required deposits in Appointments. I can't believe there is NO option for a deposit requirement for selected services. The problem is people book that don't have the money to begin with (on occasion for me, a lot for other businesses) then no show. The account has insufficient funds to charge or they just remove their card. I don't have time to create them send an invoice for a deposit for each client that books with all the info needed, then wait for invoice payment notification, to then approve their appointment (and that time spot is unbookable so long as it is pending no one else can request that spot) then edit their appointment to deduct the deposit received from the invoice. As a previous software engineer is not too difficult to create an option for a non-refundable deposit on our end. I'm hoping this will be addressed soon. We all really need this option. It negates the cost/savings per month of Appointments if we have just 1 no-show since no-show protection is the only reason many pick Square Appointments over many other appointment software options. Please consider this in full. Thank you all.

[Eliezer]

Just do a bad job so won't come back 

[gingerlywax]

Hi! I’m pretty sure you can already access this. They are called the top spenders. It may be under marketing or loyalty. Hope this helps! 

[TEE2]

The CC would be required for everyone right? 

[Hairbywhitneyjo]

This is GREAT to know! 

[Hairbywhitneyjo]

I would love this option!

[westchesterdogs]

Hi there. I was hoping this would be exaclty what I needed, but as I dig into the filters - they do not produce the results I need. I am looking to build a very basic report which displays:

1. Customers, which had a "Board & Train" Service performed in FY22 & correlating $ Value. Each different date field filter I've tried will not produce this customer's service in the results... Help!