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 show all your customers by default, so you can easily export your entire list.
To export your entire customer list:
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 shows 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.
Comments
2 comments
Customer-customers is not a thing on the current desktop version. Maybe this article means customers-customer list
Hi Eric, yes, there is a shortcut for Customer List when you hover over the Customers menu. However, businesses on Vagaro can change these options by adding Favorite reports.
Because of this and to avoid confusion, I direct the user to go the Reports screen which shows a list of all Vagaro reports.
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