- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click on the Options button in the top right and choose to export your client list in either Excel or CSV format.
The client list will be downloaded to your device, where you can open and view the data.
To control who can export client data, manage access by using the Can download clients permission.
FAQs
To protect payment information and meet PCI compliance, client card details are securely stored, fully encrypted, and cannot be exported or transferred. This ensures all sensitive data remains safe and private at all times.
You can easily update any details by editing client profiles directly in your client list. Once everything looks right, export the list again.
Yes, you can. Go to your Appointments list and use the search bar to filter by the client’s name or appointment reference. You can also apply filters to narrow down the date range. Once you’ve found the appointments you need, click the Export button in the top right and choose your preferred format from PDF, CSV, or Excel.
Yes, you can use the Clients list report to filter clients by location before exporting.