Clients filters
Contents:
Introduction
How to set and save filters
Filters you can use
1. Active members as of today
2. Active members for the invoice
Difference between active members and active members for the invoice
3. Cancelled memberships
4. Free memberships
5. Members on contract with debt
6. Members on first installment
How to send messages to members from your saved filter
Selecting specific clients and sending bulk messages
In WodGuru, you have the option of filtering your members and saving those filters.
Go to Reports > Members section and click SET FILTERS
You can choose filters from this list (so far, we're still developing):
Of course, you can choose more than 1 filter, narrowing down the results 😊
When you set your filter, you can save it with its own name, for example:
Active members filter will show you members who's got memberships active as of today.
Which filters do you need to set?
Members state: Yes
Pass expiration date: Less or equal 0 days
Account type: member
Active members for the invoice filter will show you list of the members you are paying for when using WodGuru.
Which filters do you need to set?
Member state: Yes
Account type: Member
Suspended: No
So what is the difference between those two filters?
This filter will show you members that are currently cancelling their memberships. Cancellation of a membership is directly connected to continuous membership contract.
Which filters do you need to set?
Member state: Yes
Membership cancelled: Yes
Account type: Member
This filter will show you members with free memberships.
Which filters do you need to set?
Membership price = 0
Member state: Yes
This filter will show you members on contract memberships with debt.
Which filters do you need to set?
Membership: here you need to choose memberships that are covered by contract in your club
Member state: Yes
Membership debt: Yes
This filter will show you members who are currently on their first installment. To set this filter you'll need to check which one of your memberships are covered by contract.
Which filters do you need to set?
Membership: here you need to choose memberships that are covered by contract in your club
Current installment: = 1
Membership debt: No
Saved filters can be used for sending e-mails / text messages (in Communication > Campaigns)
This option allows you to easily and quickly send messages to selected club members
If you want to select clients with specific criteria (with a certain membership or sth) use the filters first. Then you can select them and send a message.
💡 You may also want to check:
SMS
Emails
Introduction
How to set and save filters
Filters you can use
1. Active members as of today
2. Active members for the invoice
Difference between active members and active members for the invoice
3. Cancelled memberships
4. Free memberships
5. Members on contract with debt
6. Members on first installment
How to send messages to members from your saved filter
Selecting specific clients and sending bulk messages
Filters
In WodGuru, you have the option of filtering your members and saving those filters.
Set and save filters
Go to Reports > Members section and click SET FILTERS
You can choose filters from this list (so far, we're still developing):
Of course, you can choose more than 1 filter, narrowing down the results 😊
When you set your filter, you can save it with its own name, for example:
Filters you can use
1. Active members (as of today)
Active members filter will show you members who's got memberships active as of today.
Which filters do you need to set?
Members state: Yes
Pass expiration date: Less or equal 0 days
Account type: member
2. Active members for the invoice
Active members for the invoice filter will show you list of the members you are paying for when using WodGuru.
Which filters do you need to set?
Member state: Yes
Account type: Member
Suspended: No
Difference between active members and active members for the invoice
So what is the difference between those two filters?
3. Cancelled memberships
This filter will show you members that are currently cancelling their memberships. Cancellation of a membership is directly connected to continuous membership contract.
Which filters do you need to set?
Member state: Yes
Membership cancelled: Yes
Account type: Member
4. Free memberships
This filter will show you members with free memberships.
Which filters do you need to set?
Membership price = 0
Member state: Yes
5. Members on contract with debt
This filter will show you members on contract memberships with debt.
Which filters do you need to set?
Membership: here you need to choose memberships that are covered by contract in your club
Member state: Yes
Membership debt: Yes
6. Members on first installment
This filter will show you members who are currently on their first installment. To set this filter you'll need to check which one of your memberships are covered by contract.
Which filters do you need to set?
Membership: here you need to choose memberships that are covered by contract in your club
Current installment: = 1
Membership debt: No
Sending messages to members from your saved filter
Saved filters can be used for sending e-mails / text messages (in Communication > Campaigns)
Selecting specific clients and sending bulk messages
This option allows you to easily and quickly send messages to selected club members
If you want to select clients with specific criteria (with a certain membership or sth) use the filters first. Then you can select them and send a message.
💡 You may also want to check:
SMS
Emails
Updated on: 30/01/2025