Automation Filter Descriptions

In this guide, we’ll explain the various filters available in the Automation feature.

Filters allow you to refine your automations based on specific data points. Understanding these filters will help you streamline your workflows and ensure that your automations are triggered with precision.

1. Data Object: Clients

Filter Name	Description
Membership Name	The name of the membership.
Membership Amount	The total amount for the membership.
Membership Expiration Date	The date in which the membership will expire on.
Membership Status	The status of the membership a client has.
First Name	The first name of a client.
Last Name	The last name of a client.
Client Location	The location of a client.
Email	The email of the client.
Labels	Client labels.
Phone	Phone number of the client.
Street	The street of the client.
City	The city of the client.
Postcode	The postcode of the client.
Country	The country of the client.
Total Activities	The total number of activities against the client.
Client Mobile	The mobile of the client.
Client Created Date	The date the client was created on.
Client Source	Current source of a client.
Salutation	The title of the client (e.g., Mr).
Gender	The gender of the client.
Membership Number	The insurance membership number.
Client Name	The first and last name of a client.
Insurer Name	Returns Private or the Insurer's name.
Client ID	Client ID of the client.
Client Price List	The price list assigned to the client.
Active	Whether the client has been archived or not.
Date of Birth	The date of birth.
Last Saw	The doctor of the last appointment.
Last Visit (Days)	The last visit in days.
Last Appointment (Date)	The last appointment date.
Total Appointments	The number of appointments.
Total No Shows	The number of no-shows.
Review Score	The review score of the client.
Average Client Spend	The average spend of a client.
Age (Years)	The age of the client.
Letters Opt In	Subscribe to letters.
SMS Opt In	Subscribe to SMS.
Newsletter Opt In	Subscribe to newsletter.
Email Opt In	Subscribe to email.
Next Appointment (Date)	The next appointment as a date.
Next Appointment (Days)	The number of days until the next upcoming appointment.
Total Cancelled Appointments	Total number of cancelled appointments.
Total Completed Appointments	Total number of completed appointments.
Last Appointment Service	The name of the service the client last had.
Appointment Frequency	Shows how often the client returns to the salon for their next appointment.
First Visit	The date of the very first appointment for the client.
Balance (O/S)	Outstanding balances by summing unpaid invoices.
Last Appointment With	The name of the employee that the client last saw.
Favorite Member	Who performed the most appointments with the client.
Next Appointment Service	Who the next service is with.
Est. Next Booking	The next appointment as a date.
Client Balance	Client remaining balance.
Service Sales	The service amount as a decimal.
Retail Sales	The retail amount as a decimal.
Package Sales	The package amount as a decimal.
Retail (%)	The percentage of total spend that is retail.
Total Sales	The total amount as a decimal.
Total Forms	The total number of forms completed (EMR).
History Last Completed	The date the medical history was last completed.
Prefd. Location	The most common appointment location.
Total Photos	The total number of photos uploaded.
Clients Referred	The total number of clients this person has referred.
Primary Service Category	The service category in which the client books the most.
Connect Registered	Whether the client is registered for online bookings.
Pabau Score	A score out of 50 to be determined.
Client Created By	The name of the user who created the client.
County	The county of the client.
Birth Month	The month of the client's birthday.

2. Data Object: Appointments

Filter Name	Description
Secondary Person	Assistant to the appointed staff.
Appointment Price List	The price list of the appointment.
Case Name	The name of the case.
Auth Code	The authorization code of the case.
Appointment Location	The location where the appointment is happening.
Issued To	Indicates whether the payer is the client or a third party.
Service	The name of the service item.
Created Date	The date in which the appointment was created.
Appointment Date	The appointment start date.
Start Time	The appointment start time.
Time	The appointment start time (same as Start Time).
Room	Room number for the appointment.
Form(s) Completed	Indicates if the form was completed.
Appt With	Who the appointment is with.
Price	The original service price.
Email Confirmation	Indicates if an email confirmation was sent.
SMS Confirmation	Indicates if an SMS confirmation was sent.
Confirmed	Indicates if the client has confirmed the appointment.
Repeat Appointment	Indicates if this is a repeat appointment.
SMS Reminder	Indicates if an SMS reminder was scheduled.
Resource	The appointment resource.
Appointment Status	The current status of the appointment.
Cancellation Reason	The reason for appointment cancellation.
Notes	A private note related to the appointment.
Duration	The duration of the appointment in minutes.
Created By	The user who created the appointment.
Appointment ID	The system ID of the appointment.
Rebook	Indicates if this appointment was a rebook.
Requested	Indicates if the appointment was requested.
Online Booking	Indicates if the booking was made online.
Appointment Date/Time	The date and time of the appointment.
Converted	Indicates if the appointment is won, lost, or open.
Cancelled Date	The date and time when the appointment was cancelled.
Cancelled By	The staff member who cancelled the appointment.
Cancellation Comment	The comment left while cancelling the appointment.
Minutes Before Cancelled	Duration between the booking date and the cancelled booking date.

3. Data Object: Invoices

Filter Name	Description
Sync Xero	Status of invoice in terms of synchronization with Xero.
Pay Link	The pay link for the invoice.
Sent Date	The date the invoice was sent.
Sent Status	The sent status of the invoice.
Next Appointment Date / Invoice Raised Date	The date of the client's next appointment or when the invoice was created.
Next Payment Due Date (Days)	The date of the next payment due.
Payment Due Status	The status of the due payment.
Inv Team	The invoice team associated with the invoice.
Net	The net amount of the invoice.
Client	The client associated with the invoice.
Invoice No	The unique number of the invoice.
Location	The location where the invoice was created.
Inv Date	The date the invoice was issued.
Tax	The tax amount on the invoice.
Employee	The employee who raised the invoice.
Debtor	Either the client or third party responsible for the invoice.
Payment Status	The current payment status of the invoice.
Gross	The gross amount of the invoice.
Paid	The amount paid against the invoice.
Balance	The amount that is currently due on the invoice.
Type	The type of invoice (e.g., regular, credit, etc.).
Issuing Company	The company issuing the invoice.
Price List	If this invoice had a specific price list applied.
Last Update Time	When the invoice was last updated.
Credit Type	The type of credit note issued for the invoice, if applicable.
Tip	Lists any tips associated with the invoice.
Invoice Note	Any note added to the invoice.
Invoice Created Date	The date the invoice was created.
Invoice Created By	The name of the user who created the invoice.
Healthcode	The status of an invoice submitted via Healthcode.
Payment Method(s)	The payment methods used on the invoice (e.g., card, cash, etc.).

4. Data Object: Line Items

Filter Name	Description
Gross Sales (C)	Gross sales excluding tax which qualify for commission.
Tax (C)	Taxes deducted prior to calculating commission.
Discounts (C)	Discounts deducted prior to calculating commission.
Cost (C)	Service and product cost deducted prior to calculating commission.
Commission	Commission amount earned.
% Commission	Commission amount earned as a share of the commission base.
Item Name	The first and last name of an item.
Item Employee	The employee who sold the line item.
Unit Price	The unit amount for the line item.
Item Category	This will be either a product, service, voucher, or package.
Item Client	The client to whom the line item was sold.
Qty	The number of items in the line.
Product Code	The product code of the retail or service item (others appear empty).
Discount Reason	Any note optionally added to the discount.
Disc %	The flat rate discount amount.
Discount	The selected discount name.
Tax Rate	The tax rate applied to the item.
Voucher Type	The name of the voucher sold.
Voucher Status	Valid, Redeemed, or Expired status of the voucher.
Unit Discount	The item discount amount.
Voucher Code	The voucher code that was sold.
Voucher Remaining	The amount £ remaining of the gift voucher.
Voucher Expiration Date	The date when the voucher expires.
Item Tax	The tax name and rate applied to the item.
Tax Amount	The tax amount for the line item.
Item Gross	The gross amount for the line item.
Profit	The calculated profit for the sale item.
Voucher Amount	The amount £ redeemed from the voucher.
Packages Redeemed	The number of sessions redeemed.
Packages Remaining	The number of sessions remaining in the package.
Package Expiration Date	The date when the package expires or expired.
Package Expiration Date (Days)	The date when the package expires.
Voucher Expiration Date (Days)	The date when the voucher expires.
Package Status	Valid, Redeemed, or Expired status of the package.
Item Net	The net amount for the sale item.

5. Data Object: Activities

Filter Name	Description
Done	If the activity is complete or not.
Due Date	The date in which the activity is due.
Subject	The subject of the activity.
Assigned to user	The user assigned to the activity.
Status	The status of the activity.
Type	The type of activity.
Duration	The duration of the activity.
Done time	The time at which the activity was completed.
Note	A note related to the activity.
Creator	The creator of the activity.
Add time	The time the activity was added.

6. Data Object: Leads

Filter Name	Description
Lead date of birth	Date of birth of a lead.
Capture form name	The name of the form that captured the lead.
Lead ID	The unique identifier of a lead.
Lead First Name	The first name of a lead.
Lead Last Name	The last name of a lead.
Lead Name	The first and last name of a lead.
Lead created	The date the lead was created.
Lead phone	The phone number of a lead.
Lead email	The email address of a lead.
Lead owner	The owner of a lead.
Lead stage	The current stage of a lead.
Lead source	The current source of a lead.
Lead age	The time difference between the current date and the lead's creation date.
Won time	The date when the lead was converted into a client.
Lead status	The status of a lead.
Won by	The user who last marked the lead as 'Won'.
Lead location	The location of a lead.
Lead done activities	The number of completed activities assigned to this lead.
Pipeline name	The pipeline associated with the lead.
First activity time	The date and time of the first completed activity assigned to this lead.
Lead last activity date	The date of the last completed activity assigned to this lead.
Lead total activities	The total number of activities assigned to this lead.
Lead lost time	The date and time when the lead was marked as "Junk".
Activities to do	The number of activities assigned to this lead that are not yet completed.
Date of entering stage	The date when the lead entered a specific stage.
Email messages count	The total number of emails sent to the lead.
Last email sent	The most recent email communication sent to the lead.
Next activity date	The due date of the most recent activity assigned to the lead.
Update time	The last time any edit or interaction with the lead occurred.
Title	The first and last name of a lead.
Lead last activity (days)	The number of days since the last activity was completed for this lead.
Lead creator	The user who created the lead.
Pipeline stage	The current stage of the lead within the pipeline.
Lead lost reason	The reason why the lead was marked as "Junk".
Lead Service	The services associated with the lead.
Lead Active	Whether the lead is active or not.

7. Data Object: Payments

Filter Name	Description
Invoice No.	The invoice number for the specific payment.
Date	The date the payment was made.
Payment No.	The unique payment ID for the specific payment.
Location	The location where the payment was made.
Amount	The total payment amount.
Payment Method	The method used for the payment (e.g., cash, card, online).
Created Date	The date the payment record was created.
Type	Indicates whether the transaction is a Payment, Refund, or Deposit.
Pabau Pay	If the payment was made through Stripe, returns the reference number.
Client	The client associated with the payment.
Created By	The user who recorded the payment.
Payment Note	Any note added to the payment record.
Paid by	Indicates who made the payment (Client or Third Party).

8. Data Object: Quotes

Filter Name	Description
Quote Number	The unique identifier/number of the quote.
Quote Items	A list of items that were added to the quote.
Quote	The name of the quote.
Quote Amount	The total amount for the quote.
Quote Location	The location where the quote was created.
Quote Owner	The person responsible for the quote.
Issue Date	The date the quote was issued.
Created Date	The date the quote was created (YYYY-MM-DD).
Expiration Date	The date the quote will expire.
Quote Client	The client associated with the quote.
Status	The current status of the quote.
Last Viewed	The date the quote was last viewed.
Email Sent Date	The date the quote was sent to the client.
Date Signed	The date the quote was signed.
Has Downloaded	Indicates whether the user has downloaded the quote.
Template	The template used for displaying the quote.

9. Data Object: Service

Filter Name	Description
Service Name	The name of the service item.
Service Category	The name of the service category.
Service Group	The name of the service group.
Bookable Online	Indicates if the service is available for online booking.
Service Duration	The duration of the service.

10. Data Object: Product

Filter Name	Description
Product Category	The category the product belongs to.
Product Barcode	The barcode for the product.
Product SKU	The SKU (Stock Keeping Unit) for the product.
Product Size	The volume of the product.
Product Min	The minimum stock level for the product in the salon.
Product Max	The maximum stock level for the product in the salon.
Product Description	A description of the product.
Product Cost	The cost price of the product.
Product Name	The name of the product.

This guide covered the available filters in the Automation feature, helping you understand how to use each one to fine-tune your automated workflows. By selecting the right filters for your needs, you can ensure your automation runs smoothly and effectively.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.