Exporting Clients
Export client data for backups, analysis, or external use.
Last updated: February 2026
Exporting Clients
Export your client data for backup, reporting, analysis, or use with external systems. EasyBook supports multiple export formats.
Export Options
Available export formats:
- CSV - Universal format for spreadsheets and databases
- Excel - Pre-formatted spreadsheet with columns
- PDF - Printable client directory
- JSON - For API integrations and technical use
Running an Export
To export client data:
- Go to Clients > Export
- Select format
- Choose fields to include
- Apply any filters
- Click "Export"
Export Formats
CSV Format
CSV is ideal for spreadsheet analysis and database imports. Compatible with Excel, Google Sheets, and most data tools.
Excel Format
Pre-formatted Excel files include:
- Column headers
- Data formatting
- Multiple sheets for different data types
PDF Format
PDF exports create printable reports with professional formatting, suitable for sharing and archival.
Available Fields
Select which fields to include in your export:
- Full name
- Email address
- Phone number
- Full address
- Date of birth
- Registration date
- Last visit date
- Total appointments
- Total spending
- Client tags
- Notes (careful with privacy)
- Communication preferences
Filtering Exports
Export specific client segments by applying filters before export.
Scheduled Exports
Set up automatic exports:
- Daily, weekly, or monthly schedule
- Email delivery of export file
- Consistent field selection
- Automatic backup retention
Privacy Considerations
When exporting data:
- Ensure proper authorization
- Secure exported files
- Delete files when no longer needed
- Log exports for compliance