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Exporting client lists

How to export a list of clients and their contact details

Kate Shove avatar
Written by Kate Shove
Updated over a month ago

You can choose whether to export all clients or a subsection of clients based on their profile or booking history

  1. Go to Marketing -> Client Filters -> New

  2. Enter the name of your export/filter (e.g. 'All clients', 'Sophie's clients', 'Massage clients'

  3. Click Add filter -> Add your required filters. You can see how to do this here. If you require all clients, you could select the profile option and set 'Lifetime visits more than 0'

  4. When you're done, click Create to save

  5. From your list of client filters, click the 3 dots next to your required filters -> Export

  6. Your client export will be in your downloads file

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