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

Here’s how to export contact information for your clients, group members and free member accounts, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

export clients

Step-by-Step Guide:

Step 1: Filter the clients you want to export contact information for.

filter clients

select clients

additional actions

Step 4: Confirm the export.

confirm export

You will receive a notification that your client data is exporting and will be notified when completed.

client data

To export contact information for group members, start from the groups tab of your dashboard.

Step 1: View group.

view group

Step 2: Click on “Members” from the left side bar.

members

export members

Step 4: Confirm export of group members.

confirm export members

You will receive a notification that your member data is exporting and will be notified when completed.

group notification

To export contact information for free member accounts, start from the clients tab of your dashboard.

manage non-clients

Step 2: Click on “+Actions” and select “Export Account Info” from the drop-down.

actions

Step 3: Click on “Exclude Clients” to confirm.

exclude

account data

You will receive a notification that your account data is exporting and will be notified when completed.

Now you can export contact information for your clients, group members and free member accounts!

Updated on February 8, 2022

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support

Leave a Comment