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Appointment Visit Activity Condition

Find contacts based on their appointment visit behavior. Segment clients by visit frequency, timeframe, appointment type, or payment method

Updated over 9 months ago

Why You’d Use This

Identify contacts who have visited a certain number of times within a set timeframe. This is useful for re-engagement, rewards, and upsell automations.
For example, you can send a message to clients who visited fewer than 2 times in the past 14 daysβ€”or reward those who visited 5+ times last month.


πŸ” What It Does

This condition tracks visit frequency and appointment details within a timeframe you choose.
It helps you build audiences for targeted automations based on actual behavior.

Send targeted messages based on visit activity to welcome back inactive clients, reward loyal members, or upsell regulars.


πŸ“‹ Condition Rules

Here’s what to know about this condition so you can use it confidently:

  • A visit is counted only after the appointment is completed

  • You can narrow visits by date range, time of day, appointment type, or payment method


βš™οΈ Condition Drill-Down Options

Use the following drill-downs to customize who gets included. You can combine these to build highly targeted audience conditions.


βš™οΈ Condition drill-down: Number of Visits

Choose how many total visits a client must have had:

  • More than (or equal to) – Visited at least this number of times

  • Less than (or equal to) – Visited no more than this number

  • Exactly – Visited exactly this number of times

  • Between (and including) – Visited within a defined range (e.g., 3–5 times)


βš™οΈ Condition drill-down: Timeframe

Choose when the visits must have occurred:

  • All time – Count visits at any point

  • Relative to today – Filter by recent visit windows like:

    • More than or equal to – Visited at least X days ago

    • Within the last (and including) – Visited in the past X days

    • Exactly – Visited exactly X days ago

  • Specific Dates – Define a custom date range:

    • On or before – Visited up to a set date

    • On or after – Visited starting on a set date

    • Between (and including) – Visits between two dates


βš™οΈ Condition drill-down: Appointment Detail

Add appointment-based filters for more precise targeting:

  • Location – Visits at a specific studio

  • Appointment Type – Only count certain services or classes

  • Staff – Only count visits with selected instructors

  • Time of Day – Only count visits within certain hours


βš™οΈ Condition drill-down: Payment Method

Filter based on how the appointment was paid for:

  • Any payment method – Count all visits

  • Specific payment method – Choose:

    • Any Plan – Visits paid by any plan

    • Specific Plan(s) – Visits from specific plans

    • Other Method – Visits using methods like Drop-in or Comp Pass


πŸ’‘ Practical Use Cases Coming Soon!

Learn how to use the Marketing Suite with these practical applications! Use these examples to see how this condition works in real scenarios. Add additional conditions to make the automation more personalized.

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