To download the information of your entire contact list, follow these steps:
Go to Contacts > Client List
Click on the grey Download Button on the top right, below the red +New Contact button
Select the report you would like to download. You will receive an email with a link to download the report as a .csv file.
If you select the Contact List - Clients Report, it will include the following:
Internal ID
Client Name
Client Phone
Client Email
Client Address, City, State, Zip
Caregiver Name
Caregiver Phone
Secondary Contact Name
Secondary Contact Email
Secondary Contact Phone
Private Note
Update Emails
Form Field Questions (if applicable)
If you select the Contact List - Children Report, it will include the following:
Internal ID
Child Name
Child Age
Child Birthday
Child Allergies
Child School
Parent Name
Parent Phone Number
Parent Email
Parent Address
Caregiver Name
Caregiver Phone
Secondary Contact Name
Secondary Contact Email
Secondary Contact Phone
Private Note
Activities Taken
Emails Updates
Activity Specific Forms per child
Activity Specific Forms per parent