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Help Centerβ€ΊClientsβ€ΊSearching and Exporting Clients

Searching and Exporting Clients

How to search, filter, and export your client list.

Searching

Use the search bar at the top of the Clients page to search by name, email, phone, or city. Results update as you type.

Bulk Export

  1. Select clients using the checkboxes
  2. Click Export CSV in the blue action bar
  3. A CSV file downloads with all selected client data

Bulk Delete

Select clients and click Delete in the action bar. You'll be asked to confirm. Deleted clients are soft-deleted (deactivated, not permanently removed).

Client list search bar Export CSV button in action bar
searchexportcsvbulkclients