Export My Client List

To export your client list using Excel/Sheet, follow these steps*:

*Please note that only the business owner can perform this action

1. Click on Clients 

2. Select the employee whose clients you would like to export 

3. Click on Export Clients 

4. Click on the "Clients.xlsx" file that you just downloaded. *The download could take a few minutes to a few hours, depending on the file size

Here is an example of the result: 

Still need help? Contact Us Contact Us