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Client List: Filter and segment clients
Client List: Filter and segment clients

Organize clients by category, status, owner, and groups.

Jon Wang avatar
Written by Jon Wang
Updated over a week ago

When reviewing your client data, you can filter your client list based on multiple factors. In this article we’ll go over what those factors are and why they're useful! And with the filters, you can set up smart Segments to save you time.


  • Online:  Clients that you train online.

  • In-person: Clients that you train in-person.


  • Connected: Clients that have created an Everfit account.

  • Pending: Clients that have been sent an invite, but have not yet created an Everfit account.

  • Offline: Clients that have not been sent an invite.


For gym managers using Everfit, you have the ability to filter clients by owner. This means you can review your entire gym roster or each individual trainer's clients.


Groups are a way for you to assign labels to clients and allow for easy sorting. Groups created within a workspace are shared amongst all team members, to allow for better team-wide organization of clients. Defining the groups clearly will allow you to create and utilize Segments effectively.

Learn more about how to create a group here.

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