How to export a list of your clients

Quickly download your client list to organize, analyze, or back up client info.

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Instructions

  1. Go to Clients, then click Export Client List at the bottom left
    export_client_list.png
  2. You'll choose to export all clients or only those seen by a specific practitioner
  3. Click Export, then follow your device's on-screen download prompts

Video Guide


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