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.
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 email@example.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 firstname.lastname@example.org, and we will be happy to assist you.