There are a bunch of times when having a list of all of your clients in one place could come in super handy, right? That's why we've included several options for you to access your Complete Client List. You can scroll through the list by accessing the Client tab from the Schedulicity dashboard.
If you are the account owner, you will notice that you have an option to print or export the list as well as scrolling through it!
Clients are listed in alphabetical order (by first name) with contact information including phone, email address, address, and birthday.
The Excel version has this bonus information: whether the client has enabled text message reminders, if the client is subscribed to the business’s email marketing messages, their creation date, last seen date, and any client notes which is very handy!
Here's how to export your client list:
- Navigate to Clients tab in the Schedulicity dashboard
- In the top right-hand corner choose 'Export to Excel'
- The list will download to your browser, but you can also access this in your download folder.
- Open your excel complete client list!