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