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Exporting Clients

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.
    • Export Clients - This means that you will be exporting your entire client base, with the exception of (pets, family members).
    • Export Filtered Clients - This means that you will be exporting clients' information based on labels and/or specific filters that have been applied. 
    • Export Children -This means you will be exporting the information about the children (pets, family members, autos where applicable).

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

When exporting clients/pets/vehicles/family members, the system exports all default fields along with all custom fields.

 

 

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