How to export my client data ?

Created by Thibault Breboin, Modified on Thu, 2 Oct at 11:56 AM by Thibault Breboin

Several options are available to help you export your client data:

  1. Forms
    Go to https://www.colib.io/Forms?show=results and click on the ZIP icon at the top of the list to export the forms for the selected dates.

  2. Appointments
    Go to your scheduler (https://www.colib.io/Scheduler) and click on the excel iconto download information regarding the appointments for the selected period.

  3. Client data
    Go to the client list: https://www.colib.io/Clients.
    A)From this list, you can export an Excel file containing the main client details by clicking on the Excel icon at the top of the list.

B) Next, for each client, go to their profile and click on the Download icon (at the top of the page) to download all the items related to that client.


     


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