Export a Client List

PracticeQ allows you to export a list of your clients to a CSV file.

Export All Clients

1. Click Lists → Clients.
2. Open the Export Clients dropdown menu.
3. Select Export All Clients.
4. A CSV file download will begin with your client details.

Note: The export will include any custom fields you added to your Client Profiles.

Export Specific Clients

1. Click Lists → Clients.
2. Select filter options at the top of the screen, such as Tag or Status.
3. Click the Search button to generate your custom list.
4. Review your list to confirm it contains the clients you need.
5. Open the Export Clients dropdown menu.
6. Select Export Search Results.
7. A CSV file download will begin with your client details.