Export your clients
Take your client list with you any time
Your client list is yours. You can export it whenever you need a copy, for your records or your own use.
In this article
- Export your clients
Export your clients
- Go to Clients.
- Select the Download button.
- In the window that opens, select Export.
- Check your inbox. The file arrives by email.
Your client list comes as a CSV spreadsheet, with each client's contact details, visit history and preferences. It is sent to your email rather than downloaded in the browser, so a large list still comes through in one go.
Note: The export is emailed for your security, so it can only go to an email on your team. Check your spam folder if it does not arrive in a few minutes.