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Export Your Customer List

Jamie B
Jamie B
• Updated

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.

Export Your Entire Customer List

Opening your Customer List will show all your customers by default, so you can easily export your entire list.

On a Phone

To export your entire customer list:

  1. Select More This is an icon used to go to the More initial navigation step on the Vagaro website and the Vagaro Pro app. → Reports → Customers.

  2. Optionally, select the Filters filters_icon_2x.png button to apply filters and narrow down the Customer List. Any filters you apply will also affect how the Customer List is exported.

  3. In the top-right corner, select the Action Three vertically stacked circles, representing a menu or more options icon. menu, then choose to export as a PDF or Excel file.

On a Computer, Tablet, Pay Desk, or PayPro

To export your entire customer list:

  1. Select Reports Decorative solid black rectangle, which is usually an icon for reports or charts. → Customers.

  2. Optionally, apply filters to narrow down the Customer List. Any filters you apply will also affect how the Customer List is exported.

  3. In the bottom-right corner, select Export, then choose to export as a PDF or Excel file.

    export_customer_web_2x.png

Export an Employee's 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.

On a Phone

To export an employee's customer list:

  1. Select More This is an icon used to go to the More initial navigation step on the Vagaro website and the Vagaro Pro app. → Reports → Customers.

  2. In the top-right corner, select the Filters filters_icon_2x.png button.

  3. In Filters, select Employee, then select the employee(s) to be exported.

    select_employee_custlist_web_2x.png

  4. Select Run Report.

  5. Select the Action Three vertically stacked circles, representing a menu or more options icon. menu, then choose to export as a PDF or an Excel file.

On a Computer, Tablet, Pay Desk, or PayPro

To export an employee's customer list:

  1. Select More This is an icon used to go to the More initial navigation step on the Vagaro website and the Vagaro Pro app. → Reports → Customers.

  2. Under Run Report, select Advanced Filters to see more filters.

    advanced_filters_web_2x.png

  3. In the Service Provider list, select the employee(s) to be exported.

    customers_filter_employees_web_2x.png

  4. Select Run Report.

  5. In the bottom-right corner, select Export, then choose to export as a PDF or Excel file.

    export_customer_web_2x.png

Comments

4 comments

Date Votes
  • Eric St Pierre

    Customer-customers is not a thing on the current desktop version. Maybe this article means customers-customer list

    0
  • Jamie B

    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.
     

    0
  • kate leydon

    how to export customer list spreadsheet

     

    0
  • Jamie B

    Hi Kate, this article covers this.

    Thanks,

    Jamie

    0

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