To export your client list as a CSV file:

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

Did this answer your question?