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. From the main app, in the sidebar, click on dashboard
2. One you're in the dashboard app, from the sidebar, click on appointments
3. You can refine your search if you only want to download specific appointments
4. When you are happy with the selection, click the download button from the toolbar (top right)

You appointments will begin downloading

Export your invoice data

The process to export invoice data is the same as for appointments. From the dashboard, in the side bar, click on the invoices page