How to Download a Client List

Follow

This article will take you through; 

  1. What is a Client list download? 
  2. How to download a Client list
  3. Next steps and additional support

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

  1. From the dashboard, go the 'Manage' tab
  2. The go to the 'Clients' tab
  3. From here go to 'Filter' and click on '+add Filter' (Optional) 
  4. 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. 
  5. You can now click 'Actions' on the right-hand side of your screen and 'Download' to download a CSV file of your Clients

client_list_csv.gif

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.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.