To export your client list as a CSV file:
- Click on the Clients tab in the main menu.
- Click on the Options icon at the top of the client list.
- Select the Export the client list option .
- A pop-up will appear allowing you to segment your export by selecting a few criteria. Once done click "Export"
- A new pop-up will appear with a “Click here to download the exported clients” prompt. Click this to begin the download.
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