Export your client list

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.

Export appointment reports

To export your appointment report as a CSV file:

  1. Go to Calendar Tab,

  2. Then click on the More Option icon, and select the Appointment Report option. 

3. This pop up opens :

4. Select the criteria you want and click on Export.

Tips: to analyse only completed appointments, make sure to exclude all cancelled appointments and no-show appointments.

5. Then click on the link "Click here to download the report", and the download starts. 

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