This article will take you through;
What is a Client list download?
The Client download is a CSV file of your client's information. You can download an entire list of Clients or use the Client filters to narrow the list down.
Please note;
The Client filters are not available on all Glofox packages, for more information or to upgrade, reach out to your Onboarding Manager or email us at customersuccess@glofox.com.
How to download a Client list
- From the dashboard, go the 'Manage' icon
- The go to the 'Clients' tab
- From here go to 'Filter' and click on '+add Filter' (Optional)
- You can add as many filters as you like to specify if the client has credits remaining, or if they have had a certain amount of booking, etc.
- You can now click 'Actions' on the right-hand side of your screen and 'Download' to download a CSV file of your Clients
Next steps and additional support
For more information on 'Client' filters, read this article;
For more information on the fields within the Client download, read this article;
For additional support, reach out to support@glofox.com, and we will be happy to assist you.