Keep a backup of your data by exporting your Customer List, allowing you to save all your customer information to an Excel or PDF file. You can also narrow down the Customer List to display specific types of customers, such as those who have booked with a particular employee.
Prerequisites: This feature is available to all Vagaro businesses, but only the business owner can export the customer list.
Opening your Customer List will display all your customers by default, so you can easily export your entire list.
To export your entire customer list:
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Go to + → +.
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Optionally, select the Filters
button to apply filters and narrow down the Customer List. Any filters you apply will also affect how the Customer List is exported.
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In the top-right corner, select the Action
menu, then choose to export as a PDF or Excel file.
To export your entire customer list:
-
Go to → → .
The report will display all customers' profiles associated with the business.
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Optionally, apply filters to narrow down the Customer List. Any filters you apply will also affect how the Customer List is exported.
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In the bottom-right corner, select Export, then choose to export as a PDF or Excel file.
Your employees won't be able to export the Customer List themselves, but as the business owner, you can do it for them. You need to filter the report so that it only lists the employee's customers.
Note
When filtering the Customer List for a specific employee, the system displays customers who have booked with that employee. Customers who've only made product, gift card, membership, or package purchases with that employee will not be considered.
To export an employee's customer list:
-
Go to + → +.
The report will display all customers' profiles associated with the business.
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In the top-right corner, select the Filters
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In Filters, select Employee, then select the employee(s) to be exported.
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Select Run Report.
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Select the Action
To export an employee's customer list:
-
Go to → → .
The report will display all customers' profiles associated with the business.
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Under Run Report, select Advanced Filters to see more filters.
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In the Service Provider list, select the employee(s) to be exported.
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Select Run Report.
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In the bottom-right corner, select Export, then choose to export as a PDF or Excel file.
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