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.

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