Export client list
You can export your client list to a CSV file at any time. This can be handy to use with other programs, such as Mailchimp (an email marketing platform). Here are the steps to export your Bookedin client list:
- Log in to your Bookedin web account here: https://scheduler.bookedin.com. You must log in as the account "Owner", "Admin" or a "Manager" level user who has been granted access to export the client list. The "Viewer" and "Staff" level users do not have the ability to export the client list.
- Click "Clients" in the left menu.
Note: the menu item on your screen may show as "Customers", "Students", "Patients", etc., depending on your industry. - Click the "Export" button in the top-right corner of the screen.
Looking to import a client list into your Bookedin account? Click here for instructions.
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