How to Export Clients

How to export clients and their information

Cindy Liu avatar
Written by Cindy Liu
Updated over a week ago

We understand that client data is essential to running a successful coaching business. You can now export your clients' information right from your client list through our new Client Info Report. You can now get a snapshot of key data for your active and archived client lists.

Export all active clients

To export all of your active clients and their information, you can head over to your client list and hit export.

From there, you will receive an email with a CSV file containing the following information pertaining to your clients:

  • First Name

  • Last Name

  • Email

  • Compliance Score

  • Total Workouts Completed

  • Birthday

  • Location

  • Timezone

  • Phone Number

  • Client Type

  • Client State

  • Height

  • Weight

  • Unit Preference

  • Gender

To export all of your archived clients, follow the same steps above but click the archived client button to populate your archived clients and then hit export:

Export Clients from a Group:

If you have a certain group of clients that you want to export information for, we got you covered. The first thing you will want to do is filter your client list by the group you want to export.

To do so, start typing in the name of the group in the search bar and then you should have an option to choose that group:

Select that group and your client list will be filtered by that group. From there, you can click export and you will receive an email with just that specific group's information.

Any questions? Reach out to our Support Team at [email protected]!

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