Export your client list

The exportable client list includes the following fields:

• Name
• Phone number
• Email address
• Date you added them to your client list

To export your client list, follow these steps:

• From the clients page (Menu > Clients), click the cloud download button next to Clients.
• The file will download in a .csv format. When you open it, you will be able to open it in Excel by making sure the separator options are Tab and Comma (it should be doing this by default anyway).

Note: If you have a large number of clients, please contact support and we will help you to export your data.

Export your appointments

To export your appointments:

1. Go to the dashboard and click on Appointments on the menu on the left.
2. You can refine your search if you only want to download specific appointments.
3. When you are happy with the selection, click the download button from the toolbar (top right).

Export your invoice data

1. Go to the dashboard and click on Invoices on the menu on the left.
2. Refine the date range to download the invoices you need.
3. When you are happy with the selection, click the download button from the toolbar (top right).