{"id":1325,"date":"2022-01-25T19:13:01","dateGmt":"2022-01-25T19:13:01","modified":"2022-06-28T04:34:59","modifiedGmt":"2022-06-28T04:34:59","status":"publish","title":"CSearch for Clients by Registration Date","content":"<p>Let\u2019s see how to search for clients by registration date in\u00a0<strong>Local Service Hero<\/strong>. Maybe you want to run a marketing campaign based on the date your clients registered.<\/p>\n<p>For example, clients who registered two years ago will receive a discount, but before giving them the discount, you need to know which customers registered on specific dates.<\/p>\n<p>After loggin in to your Local Service Hero account, you need to hear to\u00a0<strong>CRM > Clients > View All<\/strong>, and you\u2019ll see all your clients displayed on a spreadsheet.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1326\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list.png\" alt=\"crm clients balance local service hero\" width=\"1920\" height=\"923\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list-350x168.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list-1024x492.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list-768x369.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-list-1536x738.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>Now you can proceed to search for your clients who registered on a specific date, or clients who registered during a time period (date range).<\/p>\n<h2>How to search for clients by a specific registration date<\/h2>\n<p>If you want to find all the clients who registered on a specific date, April 1st 2019 for example, you need to use the\u00a0<strong>Advanced serch<\/strong> tool, and select these values:<\/p>\n<ul>\n<li><strong>Field:<\/strong> Registration date<\/li>\n<li><strong>Operator:<\/strong> =<\/li>\n<li><strong>Value:<\/strong> Enter the desired registration date here.<\/li>\n<\/ul>\n<p>Once you select these values, hit the\u00a0<strong>Apply Filter<\/strong> button.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1331\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered.png\" alt=\"crm search for clients by registration date local service hero\" width=\"1920\" height=\"681\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered-350x124.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered-1024x363.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered-768x272.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-registered-1536x545.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>Once you click\u00a0<strong>Apply filter<\/strong>, all your clients who registered on the selected date will be filtered and displayed in the clients\u2019 list.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1332\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date.png\" alt=\"crm search for clients by registration date local service hero\" width=\"1920\" height=\"927\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date-1024x494.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-registration-date-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h2>How to search for clients by a registration date range<\/h2>\n<p>If you want to search for clients who registered during 2019, you can search for them using the registration dates between January 1st 2019, and December 31st 2019.<\/p>\n<p>In this case, you need to use two\u00a0<strong>Registration date<\/strong> filters.<\/p>\n<p>Open the\u00a0<strong>Advanced search<\/strong> with one click.<\/p>\n<p>Now select these values to search for your client by date range:<\/p>\n<ul>\n<li><strong>Field:<\/strong> Registration date<\/li>\n<li><strong>Operator:<\/strong> =<\/li>\n<li><strong>Value:<\/strong> Enter the initial registration date here.<\/li>\n<\/ul>\n<p>Now click the + button on the right to add another registration date filter:<\/p>\n<ul>\n<li><strong>Field:<\/strong> Registration date<\/li>\n<li><strong>Operator:<\/strong> =<\/li>\n<li><strong>Value:<\/strong> Enter the final registration date here.<\/li>\n<\/ul>\n<p>After selecting the initial and final registration dates, hit\u00a0<strong>Apply filters.<\/strong><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1330\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered.png\" alt=\"crm search for clients by registration date local service hero\" width=\"1920\" height=\"927\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-1024x494.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>Now you will see all the clients registered during the selected date range displayed on the spreadsheet.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1329\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered.png\" alt=\"crm search for clients by registration date local service hero\" width=\"1920\" height=\"927\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered-1024x494.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/lsh-clients-by-date-range-registered-filtered-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>This is how you can search for your clients by registration date in <strong>Local Service Hero<\/strong>.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/blog\/\"><strong>Read more tutorials<\/strong><\/a><\/p>\n","excerpt":"<p>Let\u2019s see how to search for clients by registration date in\u00a0Local Service Hero. Maybe you want to run a marketing campaign based on the date your clients registered. For example, clients who registered two years ago will receive a discount, but before giving them the discount, you need to know which customers registered on specific \u2026 <a title=\"CSearch for Clients by Registration Date\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/crm-search-for-clients-by-registration-date\/\">Read more<\/a><\/p>\n","commentStatus":"closed","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/search-clients-by-registration-date.jpg","_links":{"predecessor-version":[{"id":2827,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/1325\/revisions\/2827"}]}}