Step-by-Step Guide to Export a Client List

Step 1: Log into Your Salon Management Software

Go to your software's website or open the app (e.g., Vagaro, Fresha, Square). Enter your login credentials.

Step 2: Navigate to the Client or Customers Section

Look for a tab or menu item labeled “Clients,” “Customers,” or “Contacts. "Click to open the list of all clients.

Step 3: Look for Export Options

There’s usually a button like “Export,” “Download,” or a gear/settings icon near the client list.

Click it.

You may be prompted to choose a file format.

Step 4: Choose File Format

Select CSV or Excel (XLS/XLSX) – CSV is most common and easy to open.

This file will include client names, emails, phone numbers, and possibly appointment history.

Step 5: Download the File

The system will generate the file and download it to your computer.

It will usually go to your Downloads folder unless you specify another location.

Step 6: Send the File

Attach the file in our form.