BookedIN Online Scheduling Software - Frequently Asked Questions

Export client list

You can export your client list to CSV file at any time. This can be handy for importing into other programs, email marketing, etc.

Here's the steps to export your client list:

  1. 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.)

  2. Click "Clients" (in left menu)
    Note: the menu item on your screen may show as "Customers", "Students", "Patients", etc. depending on your industry.

  3. Click "Export Clients" button in top-right are of the screen (beside Search button)
 
Happy exporting!

Comments

Powered by Zendesk