Export your clients

From time-to-time you may want to export your client list so that you can add them into a program like Mailchimp or Constant Contact. To export your list of clients follow the steps below:

  1. Go to the Clients page
  2. Click Export Client List button at the bottom of the page. 

    Sept 14 Screenshot.png

  3. If necessary, select the specific practitioner whose clients you want to export
  4. Click Export

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Note: Admins of your account determine if you have permission to export clients.

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