Established SAAS companies usually permit the download or export of your business data. Depending on the company, this feature may or may not be easy to find. After login, try searching the company's help center for desired instructions. The more data exported, the better. Client information, appointment history, and service details will be the most valuable.
Exporting/downloading customers (from Genbook)
Your entire customer list (including names, emails, phone numbers and physical addresses) can be downloaded/exported to your computer. Just click “Export to CSV” at the top right of the Customers page.
- You can export a single Customer Record by clicking the “vcard” icon at the top right of the his/her Summary tab.
- The resulting file will be in .csv format, which is compatible with and readable by Excel and other spreadsheet programs. It’s also the ideal format for importing contact lists into email accounts and email marketing tools.
- If you’re using Safari on a Mac, check out these instructions.
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