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Exporting Clients

This article will walk you through the process of exporting your client list in MyTime.

Things to know:

  • The "Allow Access to Client Configuration & Import/Export Tool" access control setting controls the ability to export client information
  • Client lists cannot be exported at the parent level for franchise companies
  • When exporting clients you have the option to export either all clients or only those that meet certain filtering criteria:
    • Export Clients - This option exports the entire client base, excluding details related to pets, family members, or vehicles.
    • Export Filtered Clients - With this option, you can export client information based on applied labels and specific filters. This allows for a more targeted export, including only the clients that meet certain criteria or have specific attributes.
    • Export Children - This option focuses on exporting information related to children (pets, family members, and vehicles where applicable).
  • When exporting clients/pets/vehicles/family members, the system exports all default fields along with all custom fields.

To export your client list in MyTime, follow the steps below

  1. Go to the Clients tab
  2. Select the Manage Clients drop-down menu  16659883-36b896cbfe5efe902f21ad96731a3ab8.png
  3. Once you select the drop-down menu, you will see three options for "Export Clients." The options include export all clients, export children, and export filtered clients.


A CSV file will be created, which will be automatically downloaded and saved to your computer.  Desktop-screenshot__1_.png




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