Go to the 'Clients' tab ๐ง
โSelect from either 'My clients' or 'All Clients' (depending on which you need to export)
โYou then just need to click on 'Export' ๐ in the top right hand side
โYou can now choose which clients you want to export
โ
โFor example, if you want to export by tags, status, or by Staff member choose that selection from the box
โThen click 'Export' ๐
โYour list will now be downloaded as an Excel sheet and will appear in your downloads โฌ๏ธ, either at the bottom right-hand side or at the top right-hand of your screen
โClick on it to open it
โYou are now all set to work on your clients list! ๐
The following guide will walk you through how to successfully export clients from Joy and how to choose which clients you want to export!

Written by Support at Joy
Updated over a week ago