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Clients

Export your client list

Download your clients as a CSV file for a spreadsheet or email tool.

Open this in your dashboard →

You can download every client, with their contact details and marketing permission, as a spreadsheet file.

Steps

  1. Go to Clients.
  2. Click Export CSV at the top.
  3. Open the downloaded file in Excel, Google Sheets or Numbers, or import it into your email tool.

Good to know

  • The file includes name, phone, email, birthday, Instagram, address, tags, how they were added, and the date added.
  • It also includes whether each client agreed to marketing emails or texts, and when. Only message people who said yes.
  • The green Email and Text badges on the Clients page show the same permission.
  • Only the account owner sees the Export CSV button.

Still stuck? Open your dashboard and press Help: it can look at your account, and reach the Sotera team for you.