---
title: How to create a custom contact list
description: "In Insight, you can use client listing to filter for a specific group of clients. View instructions for that [**here**](http://salon-software.com/kb/how-to-send-a-marketing-email-or-text/). However, if the group of clients you wish to send to are not able to be filtered, you can use…"
url: "https://salon-software.com/kb/how-to-create-a-custom-contact-list/"
updated: "2020-12-10"
category: Emailing and Texting
---

# How to create a custom contact list

In Insight, you can use client listing to filter for a specific group of clients. View instructions for that [**here**](http://salon-software.com/kb/how-to-send-a-marketing-email-or-text/). However, if the group of clients you wish to send to are not able to be filtered, you can use a custom contact list. Follow the steps below:

**NOTE:** If you close the Clients screen while you are creating your list, you will be notified that your list will be cleared.

1. Open the **Clients** screen.
2. Select a client you want to add to the list.
3. Click **Actions ****→ Custom Contact List ****→ Add to list**.
4. This will start the custom contact list and add the client to it.
5. Do step 5 for anyone else that should be on your list.
6. You can use **Actions ****→ Custom Contact List ****→ View List **at any time to see who has been added.
7. Once you have finished adding all of your clients, go to **Actions ****→ Custom Contact List ****→**and click either send emails or send sms.
8. It will pop-up and prompt you to write your message and send.