You can export your client list to CSV file at any time. This can be handy for importing into other programs such as Mailchimp (email marketing) or simply doing a backup on your local computer. Here's the steps to export your client list:
- Login to your Bookedin account via any web browser (must log in as account "owner". Staff and admin users do not have the ability to export.)
- Click "Clients" (in left menu)
Note: the menu item on your screen may show as "Customers", "Students", "Patients", etc. depending on your industry.
- Click "Export " button in top-right are of the screen (beside Search button)