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Can I export my clients to a spreadsheet?

Client management

Can I export my clients to a spreadsheet?

Yes. There could be many reasons why you might want to export your clients from your client database. For example it’s a great way to create reports from the data or upload them to your email marketing tool. You can export your data in Excel (.xlsx) or CSV (.csv) file format.

You’ll see the following information in the spreadsheet:

  • Name of your clients

  • Email addresses

  • Phone numbers

  • Date of the last appointment your clients booked

  • Total number of appointments per client

  • Notes

  • Active passes

Step-by-step guide to export clients:

  1. Go to Clients

  2. Click on the “Export” button in the upper right corner.

  3. Choose the format in which you would like to download the data.

    • Excel (.xlsx) recommended for Microsoft Excel

    • CSV (.csv) recommended for Google Sheet and email marketing tools.

  4. Once you click on the format, the file will be downloaded to your computer.

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