Export & Import Data
Great interface, would like to have the ability to download client list and all provided services, history of sales. Also, I would like to have Admin right to delete some reports from Appointments List Report. some data was entered for testing and can not be deleted !
All reports are already exportable.
For importing clients, go to “Clients” >"Import Clients" and follow the directions.
You can already export your data whenever you like. Go to “Reports” >"Client List" adjust your filters to All time, View, then Excel for export.
Please remember, you can restrict who has access to “Reports” with “User Permissions” and therefore restrict who has access to export your client list
Downloading and back-up is a must, do we have any news on this?
Can Shedul be linked to a microsoft Exchange active account to auto import bookings and Clients?
This is the best thing I've found yet. So simple and clean - love it.
The main barrier for us is not being able to import customers, we have a list of 2340 clients. Also have clients past appointments dates and services that we would like to import.
We'd really like to be able to work out these stats in the report section for all clients "Average time between bookings" and to be able to pull out a list of clients who have not visited for a while. Possibly even rate clients from 1-5 so we can have a list of top clients.
Thanks would be wicked!
Has the import client list been created yet?
Will it be able to import client formulas, appointment history etc.
im currently using salon iris
BURLEIGH ZNOTES commented
Is there a way I can import 5000 customer records from envision rather than recreating?
Good to hear that. There's a bug, though, custom range report and all time report for appointments list cannot be exported.
Hi we'll have new reports section with export feature ready in the next two weeks, shortly after that we'll have Customer import & export too. Thanks for your patience!
Do you have any idea when this feature might be implemented? We would love to start using this immediately! Looking great thus far!