How Do I Export my Client List?

Modified on Wed, 21 Sep, 2022 at 12:47 PM

You can export your client list with basic details from the Client Account which stores client, home and pets details, as well as client order history and payment details. The export includes client first name and last name, schedule ref, email, and address.

Tip: After downloading your client list, you can print Christmas card labels and other correspondence using a program such as Avery Label Printing or Microsoft Excel.

How Do I Export My Client List?

Navigation: Clients

Step 1

Click "Export Clients."

Export your client data from your dog walking software

Step 2

Select "Active Clients", or "All Clients" from the "State" dropdown box.
Select the "Format" for your export file from the dropdown. Choose from one of these formats:
- Google CSV - for upload into the Google mail environment.
- Outlook CSV - for upload into the Microsoft mail environment.
- Simple CSV - for a simple list of clients to import into a spreadsheet.
- VCard format - for upload into Apple mail environment telephone numbers.
- Details CSV - includes additional fields in the export, including alternative contact details.
Click "Export" and the file will commence downloading.

Export your client data from your dog walker software