< Client Management < Exporting your Client List

The Export Clients function allows you to download your client list as a CSV file for import into a spreadsheet, such as Microsoft Excel.

From there, it is possible to print your Christmas card labels and other general correspondence using any third party printing tool such as the Avery Label Printing program or Microsoft Excel.

 

How do I export my client list?

 

 ON DESKTOP:

Navigate to CLIENTS 

STEP 1

​​​

  • Click the "Export Clients" option from the sub menu.

STEP 2

  • Select whether you want active clients, or all clients from the "State" drop-down box.

STEP 3

  • Select the required "Format" for your export file from the drop-down box. The export includes client first name and last name, schedule ref, email, and address.

 

Choice of format is:

  • Google CSV - select this option to export client data for upload into the Google mail environment

  • Outlook CSV - select this option to export client data for upload into the Microsoft mail environment

  • Simple CSV - select this to create a simple list of clients to import into a spreadsheet.

  • VCard format - select this option to export client data for upload into the Apple mail environment telephone numbers

  • Details CSV - select this to include more fields in the exported data, including alternative contact details

STEP 4

  • Click "Export" and the file will commence downloading.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Tap the "Export" button.

STEP 3

  • Select whether you want active clients, or all clients from the "State" drop-down box.

STEP 4

  • Select the required "Format" for your export file from the drop-down box. The export includes client first name and last name, schedule ref, email, and address.

 

Choice of format is:

  • Google CSV - select this option to export client data for upload into the Google mail environment

  • Outlook CSV - select this option to export client data for upload into the Microsoft mail environment

  • Simple CSV - select this to create a simple list of clients to import into a spreadsheet.

  • VCard format - select this option to export client data for upload into the Apple mail environment telephone numbers

  • Details CSV - select this to include more fields in the exported data, including alternative contact details

  • Click "Export" and the file will commence downloading.

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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