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Client & Pet List - Smart Filter

Amelia avatar
Written by Amelia
Updated over 2 weeks ago

MoeGo Smart Filters for Client List - Manager Your Clientele Easily

Smart Filter helps you easily find, segment, and manage clients in your MoeGo client list.

Built for pet grooming businesses, Smart Filter lets you filter clients using detailed criteria such as appointment history, pet breed, grooming frequency, pet conditions, location, and 20+ additional data points.

With Smart Filter, you can:

  • Quickly segment clients based on meaningful criteria

  • Create targeted communications and campaigns

  • Bulk edit client and pet records to save time and stay organized

Instead of manually sorting through your client database, use Smart Filter to find the right clients in just a few clicks.

How to Use Smart Filter

  1. Navigate to Client & Pets

  2. Click All Filters

  3. The Smart Filter panel will appear on the right side

  4. Select one or more filters to segment your client list

You can also use the search bar to quickly find a specific filter by keyword.

Filter Categories & Definitions

Smart Filter includes 35+ filter categories. Below are definitions for commonly used filters.

Client Status

  • Active: Clients who are currently active.

    • These clients can book appointments and receive notifications based on their settings.

  • Inactive: Clients you have manually marked as Inactive in the client profile.

    • When a client is marked as inactive:

      • A warning message appears when creating a new booking

      • Rebook reminders are not sent automatically

      • Pet birthday reminders are not sent automatically

      • Auto-replies are disabled

  • Lapse: Clients who have passed their expected next appointment date (calculated based on grooming frequency and last appointment) and have not scheduled a future appointment.

    • This filter helps identify clients who may need follow-up or re-engagement.

  • Blocked from Messaging: Clients who are blocked from sending messages to your business.

    • Managed in Client Profile > Settings

    • Messages from these clients will not be displayed in your message center

  • Blocked from Online Booking: Clients who are blocked from booking appointments online.

    • Managed in Online Booking > Settings > Availability

    • These clients appear in your Online Booking block list and cannot schedule appointments online

Client Type

  • New client: has 0 finished appointment

  • Recurring client: has more than 2 appointment

  • Waitlist client: has appointment in waitlist

  • Prospects: has 0 appointment and was created from abandoned bookings, intake forms, calls, or messages

Client Tag

Filter clients with including or not including the client tags you’ve created to group clients by behavior, preference, or internal notes.

Pet Parent App User

Filter clients based on whether they signed up for the Pet Parent App (Branded app).

Preferred Business

Filter clients by their preferred business location.

Client Created From

Filter clients based on how their client profile was created.

Available sources include:

  • Online Booking

  • Intake Form

  • Call-in

  • Text-in

  • Pet Parent App

  • Other

This filter helps you understand where new clients are coming from and analyze adoption across different channels.

Client Created Date

Filter clients based on the date their client profile was created.

You can filter using Relative dates or Absolute dates.

  • Relative Date Filters: Relative filters calculate dates based on today.

    • More than X days ago
      Clients created earlier than X days before today

    • Less than X days ago
      Clients created within the last X days

    • Exactly X days ago
      Clients created exactly X days before today

  • Absolute Date Filters: Absolute filters use a specific calendar date.

    • After a specific date
      Clients created after the selected date (from that date through today)

    • On a specific date
      Clients created on the selected date only

    • Before a specific date
      Clients created before the selected date

Family Size

Filter clients based on the number of pets associated with the client profile.

Available options include:

  • 1 pet

  • 2 pets

  • More than 2 pets

  • Custom

When selecting Custom, you can define your own criteria:

  • More than X pets

  • Less than X pets

  • Equal to X pets

This filter is useful for identifying multi-pet households, tailoring promotions, or prioritizing scheduling and capacity planning.

Upcoming Appointments

Filter clients based on the number of upcoming appointments scheduled on the client profile.

Available options include:

  • 0 upcoming appointments

  • (>=1) 1 or more upcoming appointments

  • Custom

    • More than

    • Less than

    • Equal to

First/Last/Next Appointment Date

Filter clients based on the appointment date (first/next/last appointment date)

You can filter using Relative dates or Absolute dates.

  • Relative Date Filters: Relative filters calculate dates based on today.

    • More than X days ago
      appointment date earlier than X days before today

    • Less than X days ago
      appointment date within the last X days

    • Exactly X days ago
      appointment date exactly X days before today

  • Absolute Date Filters: Absolute filters use a specific calendar date.

    • After a specific date
      appointment date after the selected date (from that date through today)

    • On a specific date
      appointment date on the selected date only

    • Before a specific date
      appointment date before the selected date

Total Appointments

Filter clients based on their total number of appointments. This count includes completed, canceled, and no-show appointments.

  • More than

  • Less than

  • Equal to

Has Card on File

Filter clients based on whether they have a card on file.
This filter applies only to MoeGo Pay cards on file.

Card on File Status

Filter clients by the current status of their card on file.

  • Not expired

  • Expiring in X months

  • Expired

Card on File Request

Filter clients based on their response after a card-on-file request has been sent.

  • Submitted – Client has successfully submitted card information

  • Not submitted – Client has not submitted card information after the request was sent

Has Unpaid Invoice

Filter clients who currently have unpaid invoices or not.

Total Paid

Filter clients based on the total amount they have paid.

  • More than

  • Less than

  • Equal to

Preferred Groomer

Filter clients based on the preferred groomer selected in the client profile
(Client Profile > Settings > Service Preferences).

  • Includes staff A – Clients who have staff A listed as their preferred groomer

  • Does not include staff A – Clients who do not have staff A listed as their preferred groomer

Last Appointment Groomer

Filter clients based on the groomer assigned to their most recent past appointment.

  • You can choose to include or exclude a specific groomer

Preferred Day of the Week

Filter clients by the preferred day of the week set in their client profile (Client Profile > Settings > Service Preferences).

Pet Code

Filter clients by whether their pet includes or excludes a selected pet code.

Pet Type & Breed

Filter clients by the pet type and breed on file.

Pet Weight

Filter clients based on pet weight, with the option to include or exclude selected weight ranges.

Coat Type

Filter clients by the pet’s coat type, with options to include or exclude specific coat types.

Pet Vaccine

Filter clients based on pet vaccination records:

  • Expired vaccination

  • No vaccination record on file

Referral Source

Filter clients by including or excluding a specific referral source.

Address

Filter clients based on whether they have an address on file or do not have an address on file.

Zipcode

Filter clients by including or excluding selected zip codes.

Service Area

Filter clients by including or excluding selected service areas.

Email

Filter clients based on whether they have an email address on file or do not have one on file.

Review Amount

Filter clients based on how many reviews they’ve submitted:

  • Never reviewed

  • Reviewed once

  • Reviewed more than once

Review Rating

Filter clients based on the ratings they’ve provided:

  • Rating < 3

  • Rating = 3 or 4

  • Rating > 4

Membership

Filter clients based on membership participation:

  • Subscribed to a specific membership

  • Non-member

Membership Status

Filter clients by their current membership status:

  • In subscription

  • Expired

  • Pending payment

  • Cancelled

  • Paused

Filter Use Cases

Bulk edit a selected client group

  1. Apply the desired filters to narrow down your client list.

  2. Select all filtered clients by checking the box next to Client Name.

  3. Click Bulk Edit to perform actions in bulk, such as:

    • Set clients as Active or Inactive

    • Add a client tag

    • Export selected clients

    • Remove clients from your client list

Send mass texts or emails

  1. Apply the desired filters to select your target client group.

  2. Select all filtered clients by checking the box next to Client Name.

  3. Click Send, then choose Mass Message or Mass Email.

  4. You’ll be taken to the appropriate drafting page to compose and send your message.

Related Articles
Client & Pet Setting - Grooming Frequency
Client & Pet Setting - Pet Vaccine
Client & Pet List - Overview
Data Migration Guide -GrooMore
“Client Selected” for Online Booking Appointments
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