Customer Circles help you group and identify customers based on predefined activity criteria.
They make it easier to understand different customer segments, such as new or inactive customers, without manually reviewing every customer profile.
What are Customer Circles in Appointy?
A Customer Circle is a customer segment created using specific criteria.
For example, Appointy can group customers into circles such as:
- New customers
- Inactive customers
Each circle shows the number of customers who currently match its criteria.
Because Appointy is used across different industries, these groups may represent:
- New clients or returning clients for a salon
- New or inactive patients for a clinic
- New or inactive members for a fitness business
- New or inactive students for an education business
- New or dormant clients for a consulting business
In simple terms, Customer Circles help you quickly identify groups of customers based on their activity in Appointy.
How to view Customer Circles
Quick navigation
Customers → Click the down arrow next to Customers → View Customer Circles
Steps to view Customer Circles
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- In the customer list panel, click the down-facing arrow next to the Customers title.
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- You will see the available Customer Circles.
- Each circle displays:
- The circle name
- A description
The number of customers in that circle
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Can I change the criteria for Customer Circles?
Yes.
You can update the criteria used for the New and Inactive Customer Circles.
Hover over the relevant circle to access the available criteria settings and adjust how Appointy determines which customers belong to that group.
What does the New Customer Circle mean?
The New circle groups customers who meet the configured criteria for being considered new.
You can adjust the criteria based on how your business defines a new customer.
For example, one business may consider someone new based on how recently they first booked, while another may use a different time period.
What does the Inactive Customer Circle mean?
The Inactive circle helps identify customers who have not been active based on the configured inactivity criteria.
This can help you quickly find customers who have not booked with your business for a certain period.
Why should I use Customer Circles?
Customer Circles can help you:
- Identify new customers
- Find inactive customers
- Understand customer activity at a glance
- Segment customers without manually reviewing profiles
- Identify groups that may need follow-up or re-engagement
For example, a business may want to review inactive customers when planning a re-engagement campaign.
What is the difference between Customer Circles and Customer Tags?
Customer Circles group customers based on defined activity criteria.
Customer Tags are custom labels manually added to individual customer profiles.
For example:
Customer Circle: Inactive
Customer Tag: VIP
The same customer can therefore belong to a Customer Circle and also have one or more custom tags.
Frequently Asked Questions
What are Customer Circles in Appointy?
Customer Circles are groups of customers organized according to specific criteria, such as whether they are new or inactive.
Where can I find Customer Circles?
Go to Customers and click the down-facing arrow next to the Customers heading in the customer list panel.
Can I change the definition of a new customer?
Yes. You can update the criteria used for the New Customer Circle.
Can I change when a customer is considered inactive?
Yes. The criteria for the Inactive Customer Circle can also be updated.
Do Customer Circles update automatically?
Customer Circles reflect customers who meet the configured criteria, so the membership of a circle can change as customer activity changes.
Are Customer Circles the same as tags?
No. Circles are based on customer activity criteria, while tags are custom labels that you manually add to customer profiles.