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How do I export Clients from Joy?

The following guide will walk you through how to successfully export clients from Joy and how to choose which clients you want to export!

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Go to the 'Clients' tab ๐Ÿง‘
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  2. Select from either 'My clients' or 'All Clients' (depending on which you need to export)
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  3. You then just need to click on 'Export' ๐Ÿ‘‡ in the top right hand side
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  4. You can now choose which clients you want to export
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    โ€‹For example, if you want to export by tags, status, or by Staff member choose that selection from the box
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  5. Then click 'Export' ๐Ÿ‘‡
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  6. Your 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
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  7. Click on it to open it
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  8. You are now all set to work on your clients list! ๐ŸŽ‰

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