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How to download the Client List
How to download the Client List
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Written by Alex Bua
Updated over 5 months ago

We understand the importance of having access to your client list for various business reasons. That's why we've made it simple for you to download a copy of your client list directly from Treatwell PRO.

Important Notes:

Please be aware that only users with owner access to the Treatwell PRO software can export the client list. If you do not have owner access, you will not see the Export button.

How to download your client list

  1. Access the Client List Section

  2. At the bottom of the list-view on the left, you'll find the button labeled "Export as…"

  3. Select the preferred format & click on the Export button to initiate the process

  4. A pop-up message will appear confirming that the report has been generated and sent to the owner's email address associated with the Treatwell PRO account.

By following these simple steps, you can easily download a copy of your client list from Treatwell PRO and use the data for your business needs.

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