Export your client list

Sometimes you'll need to 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).