How to export customer details

How to export customer details

You can export a CSV, XLS or XML file containing all customer details such name, email, mobile, latest booking made on/for and total bookings as for any selected date range. Details of the booking report can be filtered depending on your need by clicking the '' filter button.

Using the left navigation menu, go to > Reports > Customer Report > select the date range, click View.



Please note: The download function currently only allows you to export results for the page you are viewing.

Contact Support



 Need assistance? Our dedicated support staff are here to help you. 

To create a support ticket, click here.
Live chat: Start a live chat with our customer support team by clicking on the '?' button in the lower right corner. 

    • Related Articles

    • How to export customer notes

      You can export a CSV, XLS or XML file containing all customer notes including the date it was added, date it was edited, name, note type and note template as for any selected date range. Details of the booking report can be filtered depending on your ...

    • Manifest - Ability to export customer information from the Diary List page

      You can export a CSV, XLS or XML file containing customer details such name, email, mobile, booking ID and custom fields for a specific schedule. Using the left navigation menu, go to > Calendar > click the schedule > click Schedule Manifest Report. ...

    • How to export your bookings history

      Please note: Account set up must be complete and that bookings have been created in the selected date range. Using the reports feature you can export your business's bookings history in CSV, XLS or XML file formats for any select date range.  Using ...

    • How to delete or update customer details

      If a customer requests that any of their details be updated, these changes can be made directly to their customer record. Using the left navigation menu, go to > CRM > Customers > press the '...' button > search customer's name by name, email or ...

    • Business Details

      The Business Details section includes information about your company's basics, including its name, type, logo, website, and any relevant links. Using the left navigation menu, go to > Setup > Business Details to update these information. Websites ...