Export your client list
In this guide, you'll learn how to export your client list so you can use it for marketing, reporting, or backup purposes.
Export your client list
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click the Actions button and select Export clients.
- Choose whether to export All clients or apply filters to export a specific segment.
- Click Export. The file will be downloaded as a CSV.
You can filter your client list before exporting to get a focused dataset, for example, all VIP clients or clients who visited in the last 90 days.
What is included in the export
- The exported CSV includes key client details such as name, email, phone number, date of birth, and tags.
- It also includes staff alerts (in the Notes column) and any custom fields you have added.
- Appointment and sales history are not included in the client list export.