Export your client list
Download or share a comma-separated file of your active client records.
1 min read · Updated August 28, 2026
In short
- The export contains active clients; archived clients are not included.
- The file includes contact details, birthday, tags, source, consent, Gloa visits, last visit, and notes.
- Spending appears only when you have permission to view finances.
- On the web the file downloads; on a phone or tablet, the sharing options open.
Path: Clients › Export
Before you export
- Check that client details and consent choices are current.
- Decide where you will keep the file securely.
- Open Clients.
- Choose Export. The export uses the full active client list, not the filter or search currently shown.
- Save the download on the web, or choose a sharing option on your device.
| Archived clients are missing from the file | This export includes active clients only. Restore a client before exporting if that record must be included. |
|---|---|
| Spending is missing | Spending is included only for someone who has permission to view finances. |