Navigating and Exporting the Client List

In the Clients app, you can manage your client list, including:

• Add new clients

• Search for existing clients

• View client details, such as contact information and client notes

• Export your client list

Depending on your permissions, you may not have access to the Clients app, and you may not have access to all clients, client details, or the ability to export the client list.

Link copied

Navigating the client list

Link copied

To view the client list, open the Clients app.

To filter and sort the client list, select Options. Update the filters and your sorting preference as needed and select Apply.

The Options menu allows you to filter the client list in several different ways, including:

• View clients whose last appointment was more than a certain number of days ago.

• View clients who have or do not have a future appointment.

• View clients who have had specific services in the past.

• View clients with a specific tag.

Link copied

Exporting your client list

Link copied

To export your client list, open the Clients app and select Options. Update the filters if needed and select Download to export the client list as a CSV file.

Exporting the client list as a CSV file allows you to see additional details about each client. For example, you will be able to see the client's total amount spent, including their total amount spent year-to-date.