How do I export my contacts?

You can download your contacts as a spreadsheet at any time. It’s handy for backups, reporting, or adding people to your email marketing tool.

How to export

1. In the side menu, click Contacts.
2. At the top right, click Export.
3. Choose who to include: All Contacts, Clients Only (active and inactive clients), Prospects Only or Buyers Only.
4. Your file downloads straight away.

The file is a CSV, so it opens in Excel, Google Sheets or Numbers.

What’s in the file

• Name, email and phone
• Type: Active Client, Inactive Client, Buyer or Prospect
• Source: how they found you, such as Public Booking, Store Purchase, Invitation or Contact Request (see What happens if someone contacts me?)
• Tags you’ve added
• Time zone, portal status and onboarding status
• The date they were added

Adding your contacts to an email tool

Most email tools, such as Mailchimp, Kit and MailerLite, let you import a CSV:

1. Open your file and delete anything you don’t need. Most tools only need First Name, Last Name and Email.
2. In your email tool, find the option to import contacts, and upload your CSV.
3. Match each column to the right field.
4. Use Type or Tags to keep clients and prospects on separate lists.

Only email people who said yes

Before you add anyone to a mailing list, make sure they agreed to hear from you. Booking a call or buying from you isn’t the same as signing up for your newsletter. A friendly way to ask: send a personal note inviting them to join, or offer a free gift that signs them up.

Read more

• Can I offer a freebie or lead magnet to gather client leads onto a mailing list?
• How do I keep track of my client data, session notes, and progress?