No tags to maintain, no spreadsheet on the side. Say who you mean and Palm builds the list from what it already knows: services, spend, last visit, membership, anything you track.
"Show me my deep tissue regulars who've never booked a couples massage."
The list updates itself as clients come and go.
From the same screen. "Text them a 10% offer."
Filters over what Palm already knows: services, spend, last visit, membership, your custom fields.
Ask for a list and it becomes a page in your Palm, with the columns you asked for.
Owners keep spreadsheets because their software has no tags, or has tags they'd have to maintain by hand. Palm builds the list from facts it already has.
Last visit, visit count, services booked, no-shows.
Spend, outstanding packages, memberships.
Anything you added to the record.
A list, a campaign, and an automation share the audience. Describe it once.
"Email my members about Saturday hours."
"If someone hasn't rebooked in six weeks, text them."
Yes, CSV, any time.
Yes. A tag is just a field.
Always. Someone who opted out of texts isn't texted, whatever the list says.
Finally, a scheduler that runs your calendar the way you would.
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