Your marketing is going out but nothing is coming back. Sending the same email to a brand-new prospect and a lapsed member who stopped showing up three months ago gets you ignored by both. Watch this if you want to build client groups that put the right message in front of the right person automatically.
Most wellness businesses send one campaign to everyone. New clients, loyal members, people who haven't visited in 90 days, they all get the same message. That doesn't just produce weak results. It trains your clients to stop opening your emails because nothing in them feels like it was written for them.
Every day you send a generic blast, you're leaving re-engagement opportunities on the table. The lapsed client who just needed a timely nudge never gets it. The VIP member who would have booked early access didn't hear about it. The new client who was still warming up got the same promo your six-month members received. Churn builds quietly this way.
WellnessLiving's Client Groups let you build dynamic, auto-updating segments based on visit history, purchase behavior, and fitness goals, using Power Search to set the exact criteria. Target each group with email, SMS, or push notifications through the Achieve White Label Client App, and track results in the Marketing Campaigns Report.
00:00 — Intro
04:15 — Segmentation basics
07:30 — Segment ideas by vertical
12:45 — Client types vs groups
16:20 — Creating client groups
19:45 — Power Search criteria
22:10 — Client type priority
24:30 — Email segmentation example
25:45 — SMS re-engagement strategy
26:50 — Push notification tactics
28:00 — Achieve app overview
32:15 — Tracking with reports
34:40 — Segmentation best practices
38:20 — Action plan walkthrough
What You Will Learn
Distinguish between Client Types and Client Groups so you use each tool for the right job in your business
Build a Client Group from scratch using Setup > Clients > Client Groups, including naming, icon styling, and criteria
Set Power Search criteria, including visit history, last appointment, service used, and custom profile fields, to create precise dynamic segments
Enable auto-update so your groups stay current without manual upkeep
Send targeted emails, SMS messages, and push notifications to specific client groups across fitness, health and beauty, sports, and specialty business types
Use the Achieve White Label Client App to deliver push notifications and keep clients engaged between visits
Apply segmentation best practices: one campaign per week per client, behavioral targeting, monthly group rotation
Read the Marketing Campaigns Report, Client Retention by Staff Report, and Sales Summary by Client Report to measure what each group campaign produces
To put your first group into action, go to Setup > Clients > Client Groups in WellnessLiving and click Add Client Group. Start with a high-impact segment, like clients who haven't visited in 30 days, set the Power Search criteria, turn on auto-update, and save. You can send your first targeted message to that group the same day.
Why Generic Campaigns Stop Working
Your client list has multiple layers: new clients still forming habits, loyal members worth keeping, and lapsed clients who went quiet. When all of them get the same message, no one feels spoken to. Segmentation fixes that. It puts the right offer or check-in in front of each group at the moment it matters, without extra manual work from you.
Client Types vs. Client Groups
Client Types are assigned automatically based on purchase status: active member, inactive member, passholder, or prospect. Each client holds one type at a time. Client Groups are fully customizable, rule-based, and a client can belong to multiple groups at once. Use Client Types for system logic like discounts and waitlisting. Use Client Groups for targeted campaigns and personalized communication.
Building Groups That Stay Current
Power Search is the criteria engine behind every Client Group. Filter by visit history, last booking, service used, or custom profile fields you collected at signup. Turn on auto-update when you save, and WellnessLiving keeps the list accurate as clients move in or out of your criteria automatically.
Personalizing Every Channel
Once your groups are set, you can send targeted emails, SMS, and push notifications to each one. The Achieve White Label Client App delivers push notifications at no extra cost. Use SMS for time-sensitive re-engagement. Use push for VIP early access. Each channel reaches a different type of client differently, and the combination is where retention builds.
Measure, Adjust, and Improve
Run the Marketing Campaigns Report, Client Retention by Staff Report, and Sales Summary by Client Report monthly. All three support group-level filtering. Look at what each campaign produced and cut what isn't working. Behavioral segments built around visit frequency drive the highest engagement, so start there if you're unsure where to focus.