To find a list of active clients who have not visited or made a payment in a certain time frame, you can run the 'Inactive Client Report' to obtain this information.
- To add the report, go to your Reporting Dashboard, select "Create" link. Type in the name "Inactive Client Report", and select the Type "Inactive Client Report".
- Go to the Employee Dashboard, and add the report right to each employee that should have access to the report.
- Once the report has been created and rights have been granted, you can generate a new run of the report. The report will allow you to filter clients by "Last Visit Date", "Last Payment Date" and "Date Created Prior To".
FYI, there is not a way to update these clients to be inactive in bulk, but we hope to have this available in the future.