When you export your Clients to a spreadsheet, a CSV (comma-separated values) file is generated that includes the following fields:
- First Name
- Last Name
- Email Address
- Phone Number
- Alternate Number
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Birthday
- Photo URL
- Source
To export your entire list, navigate to your:
- Business Profile.
- Select Clients.
- Select Import / Export in the top right corner to expand the menu.
- Select Export client file to download the file to your device.
Alternatively, if you are subscribed to the Practice or Clinic plan, you can filter your list and download just those results by selecting the Filter option in your client list > applying your filter > selecting Download. To learn how to filter your list, go here.
Note: Only the profile listed as the Business Owner is able to export client data