Export client list
You can export your client list to CSV file at any time. This can be handy for using with other programs such as Mailchimp (email marketing). Here are the steps to export your Bookedin client list:
- Login to your Bookedin account via any web browser. You must log in as account "owner". Your staff users do not have the ability to export your client list.
- Click "Clients" (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)
Looking to import a client list into your Bookedin account? Click here for instructions.