How do I export contact information for my clients, group members, and free member accounts?

In this guide, we’ll walk you through how to export contact information for your clients, group members, and free member accounts using the Exercise.com for Business platform. You can manage and download client data directly within your fitness business management software.

How to Export Contact Information for Clients

1. Navigate to Accounts Section

Click the Accounts section to begin managing your client accounts.

2. Open Account Filters

Click the filter options to refine the accounts you want to export.

3. Select All Filtered Accounts

To select all filtered accounts, check the box next to the Name field.

4. Open the Three-Dot Menu

Click the three-dot menu to access additional options.

5. Select Export Accounts Option

Click Export Accounts to start exporting the filtered client account information.

6. Confirm Export

Click the Export button to download the client’s data.

How to Export Contact Information for Group Members

1. Access Groups Section

Click Groups to manage group-related account information.

2. Open Group Options

Click the three-dot menu to access group management features.

3. View Specific Group

Click View Group to see details of the selected group.

4. Navigate to Group Members

Click Members to access the list of group members.

5. Export Member Information

Click Export Member Info to download contact details of group members.

6. Confirm Exported Group Data

Click Yes to confirm and export the group members’ data.

How to Export Contact Information for Free Member Accounts

1. Return to Accounts Section

Click Accounts to return to client account management.

2. Select Lifecycle Stage Filter

To export contact information for free member accounts, select Free Account from the Lifecycle Stage filter.

3. Select All Free Accounts

To select all free accounts, check the box next to the Name field.

4. Open Three-Dot Menu for Free Accounts

Click the three-dot menu to access export options for free member accounts.

5. Select Export Accounts for Free Members

Click Export Accounts to download the filtered free member account information.

6. Confirm Export

Click the Export button to download the client data.

You’ve now successfully exported contact information for clients, group members, and free member accounts. This feature makes it easy to manage and back up client data across your business.