Overview

Clients can be filtered by visit type, service provider, date of last appointment, and referral source, in any combination therein. After the desired list is created, it can then be exported to a CSV file.

Client List Filtering

From the Clients tab, check the boxes on the right of the screen to select from what was Purchased, who the Provider was, when their Last Appointment occurred, and the Referral Source. Multiple boxes can be checked. To the right of every checked box is the specific number of individual clients that fit that search criteria.

Client List Export

After the desired list has been filtered (if applicable), click Export current list to download a CSV file with a list of client names that will include their first and last name, mobile number, and email address.

clientlistexport.jpg
Did this answer your question?