Exporting Client list

You can export your client list to a CSV file that can be opened by spreadsheet programs such as Excel and Numbers. This function will export all clients with their full details.

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  1. To export go to Clients tab from within your account.
  2. Click on Export Clients.
  3. The download will initiate the file will download to the folder you specify.

 

The client list export will show the following information:

  • Client name (name1, name2, name3, name4)
  • Client email address
  • Client phone number
  • Notes on the client file
  • Client address (City, State, Zip, Country)
  • Client birthday
  • Client gender
  • Accept emails (0 - no, 1 - yes)
  • Client since
  • Created date
  • Last appointment date

You can use the exported client list for your own custom reporting and also import it into other programs, email marketing, etc.

Note: If you are unable to see the Clients tab, please reach out to your account owner for permission to view this page, or contact us.

For more information, please do get in touch. 

 

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