[{"data":1,"prerenderedAt":1331},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records":3,"help-all-categories:en":252,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records":382,"help-related:\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records":383,"help-live-topics:\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records":1316,"help-counterparts:\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records":1317},{"id":4,"title":5,"audience":6,"body":7,"category":228,"description":229,"draft":230,"extension":231,"icon":232,"keywords":233,"locale":239,"meta":240,"navigation":241,"order":242,"path":243,"related":244,"seo":247,"sourceHash":248,"stem":249,"translationReviewed":230,"updatedAt":250,"__hash__":251},"help\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records.md","Keep a copy of your client list and business records","clinic",{"type":8,"value":9,"toc":208},"minimark",[10,14,19,85,88,92,108,112,152,155,159,168,176,180,183,187,191,194,198,201,205],[11,12,13],"p",{},"Download the records you need and open the files to check them. Start by choosing the right export: a client contact list, a business report and an individual client's data serve different purposes.",[15,16,18],"h2",{"id":17},"choose-the-right-file","Choose the right file",[20,21,22,38],"table",{},[23,24,25],"thead",{},[26,27,28,32,35],"tr",{},[29,30,31],"th",{},"You need",[29,33,34],{},"Use",[29,36,37],{},"What to expect",[39,40,41,56,71],"tbody",{},[26,42,43,47,53],{},[44,45,46],"td",{},"A contact spreadsheet",[44,48,49],{},[50,51,52],"strong",{},"Clients → Export",[44,54,55],{},"Names, email addresses, phone numbers, dates of birth, tags, notes and creation dates, subject to your permissions.",[26,57,58,61,68],{},[44,59,60],{},"Appointment, sales or other report data",[44,62,63,64,67],{},"The report's ",[50,65,66],{},"Options"," menu",[44,69,70],{},"CSV, Excel or PDF for the report's dates, location and filters.",[26,72,73,76,82],{},[44,74,75],{},"A copy of one client's information",[44,77,78,79],{},"Their profile's ",[50,80,81],{},"Actions → Data requests",[44,83,84],{},"A readable summary or JSON data file. Photos and documents are listed; the original files are not embedded.",[11,86,87],{},"These exports are separate. A contact spreadsheet does not include the client's appointment history, completed forms, photos or receipts.",[15,89,91],{"id":90},"before-you-start","Before you start",[93,94,95,102,105],"ul",{},[96,97,98,101],"li",{},[50,99,100],{},"Who can do it:"," exporting the client list needs permission to manage clients. Individual data requests are for owners and admins. Reports follow your access to the report.",[96,103,104],{},"Check the location you want to export. Select specific clients if you only need those records.",[96,106,107],{},"Choose a private storage location that the right people in your business can access.",[15,109,111],{"id":110},"download-and-check-the-client-list","Download and check the client list",[113,114,115,120,127,131,138,142,145,149],"steps",{},[116,117,119],"h3",{"id":118},"open-clients","Open Clients",[11,121,122,123,126],{},"Go to ",[50,124,125],{},"Clients"," and choose the location you need. Select individual rows if you want a smaller export.",[116,128,130],{"id":129},"export-the-list","Export the list",[11,132,133,134,137],{},"Select ",[50,135,136],{},"Export",", shown as a download icon on a phone. The CSV downloads with the selected clients, or the clients in the chosen location when no rows are selected. With no location or row selection, it exports the directory.",[116,139,141],{"id":140},"open-the-file","Open the file",[11,143,144],{},"Open the CSV in your spreadsheet app. Check the column headings, number of rows and a few known clients. A missing contact field can reflect your permissions; it does not necessarily mean the record is empty.",[116,146,148],{"id":147},"label-the-copy","Label the copy",[11,150,151],{},"Give the saved copy a name that identifies its date and location. Keep the original download unchanged if you plan to edit a working copy for another system.",[11,153,154],{},"Search and tag filters do not restrict this export by themselves. Select the rows you intend to download, and check the resulting file.",[15,156,158],{"id":157},"complete-your-record-set","Complete your record set",[11,160,161,162,167],{},"For appointment or financial history, open the relevant report and set its dates and location before exporting. Follow ",[163,164,166],"a",{"href":165},"\u002Fhelp\u002Fgrowth\u002Fexport-a-report","Export a report"," to choose CSV, Excel or PDF. Keep reports for different periods clearly labelled so you do not count the same activity twice.",[11,169,170,171,175],{},"For an individual client's request, follow ",[163,172,174],{"href":173},"\u002Fhelp\u002Fclients\u002Fdelete-a-client#give-a-client-a-copy-of-their-data","Give a client a copy of their data",". Review the summary or data file and arrange any required original photos or documents separately. Do not treat the contact CSV as a complete client record.",[15,177,179],{"id":178},"check-it-worked","Check it worked",[11,181,182],{},"The files open, the selected locations and periods are correct, and the row counts match the scope you expected. If you are preparing to move systems, compare a few complete client histories before deciding your copy is sufficient.",[15,184,186],{"id":185},"if-something-goes-wrong","If something goes wrong",[116,188,190],{"id":189},"some-clients-or-fields-are-missing","Some clients or fields are missing",[11,192,193],{},"Check the selected rows, location and your role's field access. The directory export has a limit of 50,000 clients per file. For a larger directory, use smaller location or selected-client exports and verify the combined count.",[116,195,197],{"id":196},"i-need-every-document-as-well-as-the-spreadsheet","I need every document as well as the spreadsheet",[11,199,200],{},"A client-list export is a contact file. An individual data export lists photos and files without packaging the originals. Identify the documents you need and arrange those copies before closing access to your records.",[116,202,204],{"id":203},"the-export-is-refused","The export is refused",[11,206,207],{},"Ask an owner or admin to check your permissions. Repeated export requests can also hit a temporary limit; wait before trying again. Do not assume a failed download produced a usable file.",{"title":209,"searchDepth":210,"depth":210,"links":211},"",2,[212,213,214,221,222,223],{"id":17,"depth":210,"text":18},{"id":90,"depth":210,"text":91},{"id":110,"depth":210,"text":111,"children":215},[216,218,219,220],{"id":118,"depth":217,"text":119},3,{"id":129,"depth":217,"text":130},{"id":140,"depth":217,"text":141},{"id":147,"depth":217,"text":148},{"id":157,"depth":210,"text":158},{"id":178,"depth":210,"text":179},{"id":185,"depth":210,"text":186,"children":224},[225,226,227],{"id":189,"depth":217,"text":190},{"id":196,"depth":217,"text":197},{"id":203,"depth":217,"text":204},"clients","Choose the right export for contacts, reports or an individual client's information, and check what the file contains.",false,"md","i-lucide-download",[234,235,236,237,238],"export my client list","download business records","client data copy","move my records","export before switching","en",{},true,15,"\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records",[245,165,246],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fclients\u002Fdelete-a-client",{"title":5,"description":229},null,"help\u002Fclients\u002Fkeep-a-copy-of-your-records","2026-10-13","5V72cDgcb9D0yBUT5qyjArTtYvIBvtYaw3mpL-xReX4",[253,264,273,282,291,301,311,321,331,341,351,361,372],{"id":254,"title":255,"audience":6,"description":256,"extension":257,"icon":258,"locale":239,"meta":259,"order":260,"slug":261,"stem":262,"__hash__":263},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":265,"title":266,"audience":6,"description":267,"extension":257,"icon":268,"locale":239,"meta":269,"order":210,"slug":270,"stem":271,"__hash__":272},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":274,"title":275,"audience":6,"description":276,"extension":257,"icon":277,"locale":239,"meta":278,"order":217,"slug":279,"stem":280,"__hash__":281},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":283,"title":284,"audience":6,"description":285,"extension":257,"icon":286,"locale":239,"meta":287,"order":288,"slug":228,"stem":289,"__hash__":290},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":292,"title":293,"audience":6,"description":294,"extension":257,"icon":295,"locale":239,"meta":296,"order":297,"slug":298,"stem":299,"__hash__":300},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":302,"title":303,"audience":6,"description":304,"extension":257,"icon":305,"locale":239,"meta":306,"order":307,"slug":308,"stem":309,"__hash__":310},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":312,"title":313,"audience":6,"description":314,"extension":257,"icon":315,"locale":239,"meta":316,"order":317,"slug":318,"stem":319,"__hash__":320},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":322,"title":323,"audience":6,"description":324,"extension":257,"icon":325,"locale":239,"meta":326,"order":327,"slug":328,"stem":329,"__hash__":330},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":332,"title":333,"audience":6,"description":334,"extension":257,"icon":335,"locale":239,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":342,"title":343,"audience":6,"description":344,"extension":257,"icon":345,"locale":239,"meta":346,"order":347,"slug":348,"stem":349,"__hash__":350},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":352,"title":353,"audience":6,"description":354,"extension":257,"icon":355,"locale":239,"meta":356,"order":357,"slug":358,"stem":359,"__hash__":360},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":362,"title":363,"audience":364,"description":365,"extension":257,"icon":366,"locale":239,"meta":367,"order":368,"slug":369,"stem":370,"__hash__":371},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":373,"title":374,"audience":364,"description":375,"extension":257,"icon":376,"locale":239,"meta":377,"order":378,"slug":379,"stem":380,"__hash__":381},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[],[384,811,1021],{"id":385,"title":386,"audience":6,"body":387,"category":228,"description":795,"draft":230,"extension":231,"icon":796,"keywords":797,"locale":239,"meta":804,"navigation":241,"order":347,"path":245,"related":805,"seo":807,"sourceHash":248,"stem":808,"translationReviewed":230,"updatedAt":809,"__hash__":810},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":388,"toc":767},[389,392,394,411,415,517,524,537,541,565,580,586,608,612,641,645,650,654,657,704,711,715,726,728,735,737,741,747,751,760,764],[11,390,391],{},"Your client list holds everyone who has booked or bought from you, across every location. Add people as they come in, find anyone in seconds, and keep one record per person.",[15,393,91],{"id":90},[93,395,396,401],{},[96,397,398,400],{},[50,399,100],{}," anyone who can manage clients. Team members who can only see their own clients see the people they're assigned to or have an appointment with.",[96,402,403,406,407],{},[50,404,405],{},"Some details may be hidden"," for your role, such as contact details or lifetime spend. See ",[163,408,410],{"href":409},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden?",[15,412,414],{"id":413},"add-a-client","Add a client",[113,416,417,421,434,438,460,471,475,508,512],{},[116,418,420],{"id":419},"open-the-form","Open the form",[11,422,122,423,425,426,429,430,433],{},[50,424,125],{}," and select ",[50,427,428],{},"Add Client",". You can also add a client from the booking panel with ",[50,431,432],{},"New client",".",[116,435,437],{"id":436},"fill-in-the-profile","Fill in the profile",[11,439,440,441,444,445,448,449,452,453,444,456,459],{},"Enter their ",[50,442,443],{},"First name"," and ",[50,446,447],{},"Phone",", which are required. With more than one location, choose their ",[50,450,451],{},"Home location"," too. Add an ",[50,454,455],{},"Email",[50,457,458],{},"Birthday"," (month and day, with the year if you know it) if you have them.",[11,461,462,463,466,467,470],{},"If the email or phone already belongs to a client, the form says so straight away, such as ",[50,464,465],{},"Jordan Hayes already uses this email",", with ",[50,468,469],{},"Use this client"," to open their record instead. A phone number can still be shared, since families often share one.",[116,472,474],{"id":473},"add-anything-else","Add anything else",[11,476,477,478,481,482,444,485,488,489,492,493,481,496,481,499,481,502,444,505,433],{},"Use ",[50,479,480],{},"Additional info",", ",[50,483,484],{},"Address",[50,486,487],{},"Emergency contacts"," as needed. Under ",[50,490,491],{},"Notifications",", choose what they're sent: ",[50,494,495],{},"Appointment emails",[50,497,498],{},"Appointment SMS",[50,500,501],{},"Marketing emails",[50,503,504],{},"Marketing SMS",[50,506,507],{},"Birthday messages",[116,509,511],{"id":510},"save","Save",[11,513,133,514,516],{},[50,515,511],{}," at the top. They appear in your list straight away.",[518,519],"help-shot",{"alt":520,"height":521,"src":522,"width":523},"The Profile section of the new client form: a photo, First name and Phone marked as required, Last name, Email, Birthday as month and day with an optional year, Home location marked as required and set to Main, Gender and Pronouns.",764,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients\u002Fadd-client.webp",916,[525,526,527],"warning",{},[11,528,529,530,532,533,433],{},"Marketing messages need the client's agreement. Turning on ",[50,531,498],{}," doesn't allow you to send them offers. See ",[163,534,536],{"href":535},"\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes","Marketing consent and unsubscribes",[15,538,540],{"id":539},"find-a-client","Find a client",[11,542,122,543,545,546,549,550,554,555,558,559,554,562,564],{},[50,544,125],{}," and type in ",[50,547,548],{},"Search name, email, or phone…",". To find someone from any page, press ",[551,552,553],"code",{},"Ctrl"," ",[551,556,557],{},"K"," (",[551,560,561],{},"⌘",[551,563,557],{}," on a Mac).",[11,566,567,568,571,572,575,576,579],{},"Narrow the list with the tags under the search, such as ",[50,569,570],{},"returning",", or ",[50,573,574],{},"Blocked",". ",[50,577,578],{},"All locations"," shows everyone; choose a location to see clients who have booked there.",[518,581],{"alt":582,"height":583,"src":584,"width":585},"The client list showing clients of Main, filtered by the returning tag: each client's name, email and phone, tags, last visit and lifetime spend, with a more actions button on each row.",590,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients\u002Fdirectory.webp",1180,[11,587,588,589,592,593,481,596,481,599,481,602,444,605,433],{},"Select a client's name to open their profile. The ",[50,590,591],{},"⋮"," on each row offers ",[50,594,595],{},"View client",[50,597,598],{},"Book appointment",[50,600,601],{},"Edit",[50,603,604],{},"Send Form",[50,606,607],{},"Delete",[15,609,611],{"id":610},"work-on-many-clients-at-once","Work on many clients at once",[113,613,614,618,621,625],{},[116,615,617],{"id":616},"select-them","Select them",[11,619,620],{},"Tick the box beside each client, or the box at the top to select everyone on the page.",[116,622,624],{"id":623},"choose-what-to-do","Choose what to do",[11,626,627,628,631,632,481,634,481,637,444,639,433],{},"The bar at the bottom offers ",[50,629,630],{},"Tag"," (add or remove a tag), ",[50,633,604],{},[50,635,636],{},"Send to campaign",[50,638,136],{},[50,640,607],{},[15,642,644],{"id":643},"export-clients","Export clients",[11,646,133,647,649],{},[50,648,136],{}," at the top of the list. It downloads all your clients as a spreadsheet file, or only the ones you've selected.",[15,651,653],{"id":652},"merge-duplicates","Merge duplicates",[11,655,656],{},"When the same person has two records, for example one from an import and one made at the desk, their history is split. Merging puts it back together. Only admins and owners can merge.",[113,658,659,663,669,673,676,680,695,699],{},[116,660,662],{"id":661},"open-the-record-to-keep","Open the record to keep",[11,664,665,666,433],{},"Open the client's profile and select ",[50,667,668],{},"Actions → Merge profiles",[116,670,672],{"id":671},"find-the-duplicate","Find the duplicate",[11,674,675],{},"Search for the other record by name or email and select it.",[116,677,679],{"id":678},"check-the-merge","Check the merge",[11,681,682,683,686,687,690,691,694],{},"The review shows which record you're ",[50,684,685],{},"Keeping"," and which you're ",[50,688,689],{},"Merging & removing",". Where details differ, the kept record's value wins. To keep the other record instead, select ",[50,692,693],{},"Swap, keep"," and their name.",[116,696,698],{"id":697},"merge","Merge",[11,700,133,701,433],{},[50,702,703],{},"Merge profiles",[11,705,706,707,710],{},"Appointments, sales, forms, emails, memberships and wallet balances move to the record you kept, and the duplicate is removed. If you merged the wrong pair, select ",[50,708,709],{},"Undo"," in the message straight after.",[15,712,714],{"id":713},"bring-in-a-list-from-elsewhere","Bring in a list from elsewhere",[11,716,717,718,721,722,433],{},"Don't type them in one by one. ",[50,719,720],{},"Import"," at the top of the list matches the columns of a spreadsheet from your old system and skips people you already have. See ",[163,723,725],{"href":724},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[15,727,179],{"id":178},[11,729,730,731,433],{},"The client appears when you search for them, and their profile opens with everything you entered. See ",[163,732,734],{"href":733},"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile","Read a client's profile",[15,736,186],{"id":185},[116,738,740],{"id":739},"a-client-with-this-email-already-exists","\"A client with this email already exists\"",[11,742,743,744,746],{},"Someone already has that email address, and the form named them as you typed it. Select ",[50,745,469],{},", or search for them, instead of making a second record. If it really is a different person, use a different email.",[116,748,750],{"id":749},"i-cant-find-a-client-i-know-exists","I can't find a client I know exists",[11,752,753,754,756,757,759],{},"Check that no tag or ",[50,755,574],{}," filter is on, and that ",[50,758,578],{}," is selected. If you only see some clients, your role shows the clients you're assigned to.",[116,761,763],{"id":762},"phone-numbers-or-spend-show-as-hidden","Phone numbers or spend show as hidden",[11,765,766],{},"Your role doesn't include that information. Ask an admin.",{"title":209,"searchDepth":210,"depth":210,"links":768},[769,770,776,777,781,782,788,789,790],{"id":90,"depth":210,"text":91},{"id":413,"depth":210,"text":414,"children":771},[772,773,774,775],{"id":419,"depth":217,"text":420},{"id":436,"depth":217,"text":437},{"id":473,"depth":217,"text":474},{"id":510,"depth":217,"text":511},{"id":539,"depth":210,"text":540},{"id":610,"depth":210,"text":611,"children":778},[779,780],{"id":616,"depth":217,"text":617},{"id":623,"depth":217,"text":624},{"id":643,"depth":210,"text":644},{"id":652,"depth":210,"text":653,"children":783},[784,785,786,787],{"id":661,"depth":217,"text":662},{"id":671,"depth":217,"text":672},{"id":678,"depth":217,"text":679},{"id":697,"depth":217,"text":698},{"id":713,"depth":210,"text":714},{"id":178,"depth":210,"text":179},{"id":185,"depth":210,"text":186,"children":791},[792,793,794],{"id":739,"depth":217,"text":740},{"id":749,"depth":217,"text":750},{"id":762,"depth":217,"text":763},"Add a client, find anyone in your client list, work on many clients at once, and merge duplicates without losing their history.","i-lucide-user-plus",[798,799,800,801,802,803],"add a new client","find a client","merge duplicate clients","export clients","bulk tag clients","client already exists",{},[733,806,724],"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters",{"title":386,"description":795},"help\u002Fclients\u002Fadd-and-find-clients","2026-10-29","C3NGExlxjXxzS-AQmkAa2Bp9VO8AwtmfOSt1kGCHn5c",{"id":812,"title":813,"audience":6,"body":814,"category":328,"description":1004,"draft":230,"extension":231,"icon":1005,"keywords":1006,"locale":239,"meta":1012,"navigation":241,"order":1013,"path":165,"related":1014,"seo":1017,"sourceHash":248,"stem":1018,"translationReviewed":230,"updatedAt":1019,"__hash__":1020},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF",{"type":8,"value":815,"toc":989},[816,822,824,848,852,891,895,939,942,944,947,949,953,956,960,966,970],[11,817,818,819,821],{},"Download any report as a CSV, an Excel file or a PDF from its ",[50,820,66],{}," menu. The file follows what's on screen: the same dates, location and filters.",[15,823,91],{"id":90},[93,825,826,842],{},[96,827,828,830,831,834,835,837,838,841],{},[50,829,100],{}," anyone who can open the report, if their role has ",[50,832,833],{},"Can export reports",". Without it, ",[50,836,66],{}," keeps ",[50,839,840],{},"Duplicate"," and favourites but has no export items.",[96,843,844,847],{},[50,845,846],{},"Set up the view first."," Choose the dates, location and filters you want in the file.",[15,849,851],{"id":850},"download-a-report","Download a report",[113,853,854,858,864,868,873,877],{},[116,855,857],{"id":856},"open-the-report","Open the report",[11,859,122,860,863],{},[50,861,862],{},"Reports"," and open the report.",[116,865,867],{"id":866},"open-options","Open Options",[11,869,133,870,872],{},[50,871,66],{}," at the top. On a phone it's an icon button.",[116,874,876],{"id":875},"choose-a-format","Choose a format",[11,878,879,880,481,883,886,887,890],{},"Choose ",[50,881,882],{},"Export CSV",[50,884,885],{},"Export Excel (.xlsx)"," or ",[50,888,889],{},"Export PDF",". A CSV downloads at once; Excel and PDF take a moment to build.",[15,892,894],{"id":893},"which-format-to-choose","Which format to choose",[20,896,897,907],{},[23,898,899],{},[26,900,901,904],{},[29,902,903],{},"Format",[29,905,906],{},"Best for",[39,908,909,919,929],{},[26,910,911,916],{},[44,912,913],{},[50,914,915],{},"CSV",[44,917,918],{},"Another system, such as payroll software or your accountant's spreadsheet. Plain data with every row, not just the page you're on.",[26,920,921,926],{},[44,922,923],{},[50,924,925],{},"Excel (.xlsx)",[44,927,928],{},"Working in a spreadsheet yourself",[26,930,931,936],{},[44,932,933],{},[50,934,935],{},"PDF",[44,937,938],{},"A finished copy to share, such as a month-end pack",[11,940,941],{},"Money is exported as plain numbers, so spreadsheet formulas work straight away.",[15,943,179],{"id":178},[11,945,946],{},"The file opens with the same columns and totals you saw, for the dates you chose.",[15,948,186],{"id":185},[116,950,952],{"id":951},"rows-are-missing","Rows are missing",[11,954,955],{},"The file follows the screen. Check the dates and the location in the location pill; a report for one location exports only that location.",[116,957,959],{"id":958},"excel-or-pdf-wont-download","Excel or PDF won't download",[11,961,962,963,965],{},"They're limited to about 20 an hour for your business, to keep Owneli fast. Wait a little and try again, or use ",[50,964,882],{},". A very long date range may need splitting.",[116,967,969],{"id":968},"can-a-report-email-itself-to-me","Can a report email itself to me?",[11,971,972,973,976,977,980,981,984,985,433],{},"Not a single report, but the weekly digest emails you the month's results against your goals. Go to ",[50,974,975],{},"Settings → Business → Goals & digest",", open the ",[50,978,979],{},"Weekly digest"," tab and select ",[50,982,983],{},"Add recipient",". To send payroll to your accountant, see ",[163,986,988],{"href":987},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",{"title":209,"searchDepth":210,"depth":210,"links":990},[991,992,997,998,999],{"id":90,"depth":210,"text":91},{"id":850,"depth":210,"text":851,"children":993},[994,995,996],{"id":856,"depth":217,"text":857},{"id":866,"depth":217,"text":867},{"id":875,"depth":217,"text":876},{"id":893,"depth":210,"text":894},{"id":178,"depth":210,"text":179},{"id":185,"depth":210,"text":186,"children":1000},[1001,1002,1003],{"id":951,"depth":217,"text":952},{"id":958,"depth":217,"text":959},{"id":968,"depth":217,"text":969},"Download any report as a CSV, Excel file or PDF from its Options menu, and choose the right format for your accountant or your own spreadsheet.","i-lucide-file-down",[1007,1008,1009,1010,1011],"export report csv","report to excel","report pdf download","download owneli report","export limit reached",{},14,[1015,1016,987],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report","\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report",{"title":813,"description":1004},"help\u002Fgrowth\u002Fexport-a-report","2026-10-28","9tHbNjM87-GCD6W3vICeZTEi3cI-fuSpTJJbCfaWIlw",{"id":1022,"title":1023,"audience":6,"body":1024,"category":228,"description":1300,"draft":230,"extension":231,"icon":1301,"keywords":1302,"locale":239,"meta":1309,"navigation":241,"order":1310,"path":246,"related":1311,"seo":1313,"sourceHash":248,"stem":1314,"translationReviewed":230,"updatedAt":1019,"__hash__":1315},"help\u002Fhelp\u002Fclients\u002Fdelete-a-client.md","Delete a client (GDPR erasure)",{"type":8,"value":1025,"toc":1276},[1026,1029,1031,1046,1050,1069,1072,1075,1114,1120,1124,1166,1220,1223,1225,1235,1237,1241,1244,1258,1262,1265,1269],[11,1027,1028],{},"A client with no appointment history can be deleted outright. A client who has visited can't be, because their treatment and financial records must be kept by law. When they ask to be forgotten, you erase their personal data instead, and the records you must keep are locked away.",[15,1030,91],{"id":90},[93,1032,1033,1038],{},[96,1034,1035,1037],{},[50,1036,100],{}," deleting needs permission to delete clients, and the database only allows admins and owners. Erasing personal data and downloading a client's data are for admins and owners.",[96,1039,1040,554,1043,1045],{},[50,1041,1042],{},"Duplicates?",[163,1044,698],{"href":245}," them instead. Merging keeps the history.",[15,1047,1049],{"id":1048},"delete-a-client-with-no-history","Delete a client with no history",[113,1051,1052,1056,1062,1066],{},[116,1053,1055],{"id":1054},"open-the-client","Open the client",[11,1057,1058,1059,433],{},"Open their profile and select ",[50,1060,1061],{},"Actions → Delete client",[116,1063,1065],{"id":1064},"confirm","Confirm",[11,1067,1068],{},"Check the name and confirm. Deleting can't be undone.",[11,1070,1071],{},"If the client has appointment history, you're told: \"This client has appointment history and cannot be deleted. Merge or archive instead.\" Use erasure, below, if they've asked to be forgotten.",[15,1073,174],{"id":1074},"give-a-client-a-copy-of-their-data",[113,1076,1077,1081,1085,1089,1096,1100],{},[116,1078,1080],{"id":1079},"open-data-requests","Open Data requests",[11,1082,665,1083,433],{},[50,1084,81],{},[116,1086,1088],{"id":1087},"record-how-they-asked","Record how they asked",[11,1090,1091,1092,1095],{},"Choose under ",[50,1093,1094],{},"How did they ask?"," and add a note, such as how you checked it was them.",[116,1097,1099],{"id":1098},"download-it","Download it",[11,1101,1102,1103,1106,1107,1110,1111,433],{},"Under ",[50,1104,1105],{},"Give them a copy of their data",", select ",[50,1108,1109],{},"Download summary"," (a page that opens in any browser and prints to PDF, in the client's language) or ",[50,1112,1113],{},"Download data file (JSON)",[11,1115,1116,1117,433],{},"The copy covers their profile, visits, forms and answers, charts, the list of photos and files, notes, memberships, receipts and messages. Each download is listed under ",[50,1118,1119],{},"Request history",[15,1121,1123],{"id":1122},"erase-a-clients-personal-data","Erase a client's personal data",[113,1125,1126,1129,1137,1141,1144,1148,1157,1160],{},[116,1127,1080],{"id":1128},"open-data-requests-1",[11,1130,665,1131,1133,1134,433],{},[50,1132,81],{},", then ",[50,1135,1136],{},"Erase their personal data",[116,1138,1140],{"id":1139},"read-what-will-happen","Read what will happen",[11,1142,1143],{},"The panel lists exactly what is erased, what is kept but locked, and what is kept as it is.",[116,1145,1147],{"id":1146},"start","Start",[11,1149,133,1150,1153,1154,1156],{},[50,1151,1152],{},"Erase personal data",", record ",[50,1155,1094],{},", and add a note if useful.",[116,1158,1065],{"id":1159},"confirm-1",[11,1161,1162,1163,1165],{},"Type the client's name exactly as shown and select ",[50,1164,1152],{},". This can't be undone, so download their data first if they also asked for a copy.",[20,1167,1168,1178],{},[23,1169,1170],{},[26,1171,1172,1175],{},[29,1173,1174],{},"What",[29,1176,1177],{},"What happens",[39,1179,1180,1188,1196,1204,1212],{},[26,1181,1182,1185],{},[44,1183,1184],{},"Name, email, phones, date of birth, address, notes, allergies, staff alert, tags and other profile details, and their contact details on quotes, the waitlist, reviews, scheduled emails and campaign lists",[44,1186,1187],{},"Erased now. They show as \"Erased client\", and their marketing consent is withdrawn. Links you sent them to forms and care guides stop working.",[26,1189,1190,1193],{},[44,1191,1192],{},"Saved cards",[44,1194,1195],{},"Removed, at the payment processor too",[26,1197,1198,1201],{},[44,1199,1200],{},"Their access to their online account with you",[44,1202,1203],{},"Ends",[26,1205,1206,1209],{},[44,1207,1208],{},"Signed forms and charts, sign-offs, patch tests, photos and files, visit notes and messages",[44,1210,1211],{},"Kept, but locked. Your team can't open them. An owner or admin can retrieve them for a legal request, and each retrieval is logged.",[26,1213,1214,1217],{},[44,1215,1216],{},"Sales, payments, receipts, memberships, packages, gift cards and loyalty history",[44,1218,1219],{},"Kept as they are, because tax law and legal claims require them",[11,1221,1222],{},"The request, who handled it and the outcome are recorded on the client and in the audit log.",[15,1224,179],{"id":178},[11,1226,1227,1228,1231,1232,1234],{},"The profile shows ",[50,1229,1230],{},"Personal data erased on"," and the date, and the client appears as \"Erased client\". ",[50,1233,1119],{}," lists the erasure and any downloads.",[15,1236,186],{"id":185},[116,1238,1240],{"id":1239},"this-client-cannot-be-erased-yet","\"This client cannot be erased yet\"",[11,1242,1243],{},"The panel says why. It may be one of these:",[93,1245,1246,1249,1252,1255],{},[96,1247,1248],{},"They have upcoming appointments, or are booked into an upcoming class: cancel them first.",[96,1250,1251],{},"They have an active membership or subscription: end it first.",[96,1253,1254],{},"Their records are under a legal hold.",[96,1256,1257],{},"They've already been erased.",[116,1259,1261],{"id":1260},"their-customer-record-at-stripe-could-not-be-deleted","\"Their customer record at Stripe could not be deleted\"",[11,1263,1264],{},"Everything else is done. The note on the request reminds you to remove them at Stripe.",[116,1266,1268],{"id":1267},"is-blocking-the-same-as-deleting","Is blocking the same as deleting?",[11,1270,1271,1272,433],{},"No. Blocking stops online booking and marketing but keeps everything. See ",[163,1273,1275],{"href":1274},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",{"title":209,"searchDepth":210,"depth":210,"links":1277},[1278,1279,1283,1288,1294,1295],{"id":90,"depth":210,"text":91},{"id":1048,"depth":210,"text":1049,"children":1280},[1281,1282],{"id":1054,"depth":217,"text":1055},{"id":1064,"depth":217,"text":1065},{"id":1074,"depth":210,"text":174,"children":1284},[1285,1286,1287],{"id":1079,"depth":217,"text":1080},{"id":1087,"depth":217,"text":1088},{"id":1098,"depth":217,"text":1099},{"id":1122,"depth":210,"text":1123,"children":1289},[1290,1291,1292,1293],{"id":1128,"depth":217,"text":1080},{"id":1139,"depth":217,"text":1140},{"id":1146,"depth":217,"text":1147},{"id":1159,"depth":217,"text":1065},{"id":178,"depth":210,"text":179},{"id":185,"depth":210,"text":186,"children":1296},[1297,1298,1299],{"id":1239,"depth":217,"text":1240},{"id":1260,"depth":217,"text":1261},{"id":1267,"depth":217,"text":1268},"When you can delete a client outright, how to erase a client's personal data when they ask, what is kept and why, and how to give them a copy first.","i-lucide-user-x",[1303,1304,1305,1306,1307,1308],"delete a client","gdpr right to be forgotten","erase client data","client asked to delete their data","can't delete client","export client data gdpr",{},65,[245,1274,1312],"\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention",{"title":1023,"description":1300},"help\u002Fclients\u002Fdelete-a-client","Zwv5ECoOQOTHgiEFUVClKuwhiN4JrXpOEPHFbHMjh4Q",[],[1318,1319,1321,1323,1325,1327,1329],{"path":243,"translationReviewed":230},{"path":1320,"translationReviewed":241},"\u002Fhelp\u002Fel\u002Fclients\u002Fkeep-a-copy-of-your-records",{"path":1322,"translationReviewed":241},"\u002Fhelp\u002Fes\u002Fclients\u002Fkeep-a-copy-of-your-records",{"path":1324,"translationReviewed":241},"\u002Fhelp\u002Ffr\u002Fclients\u002Fkeep-a-copy-of-your-records",{"path":1326,"translationReviewed":241},"\u002Fhelp\u002Fpt-br\u002Fclients\u002Fkeep-a-copy-of-your-records",{"path":1328,"translationReviewed":241},"\u002Fhelp\u002Fpt-pt\u002Fclients\u002Fkeep-a-copy-of-your-records",{"path":1330,"translationReviewed":241},"\u002Fhelp\u002Fsq\u002Fclients\u002Fkeep-a-copy-of-your-records",1794073885262]