Importing/Exporting Customers and Customers Pricing

1. Go to "Customers" > Click "Import" > Select either "Customers" or "Customers Pricing" depending on the data you want to import.
   
   
2. Click on "Download Excel Template". This will download an Excel template file where you can add your Customer Data.
   
   
3. Open the downloaded Excel template. Carefully enter all the required customer data into the template. Ensure all necessary fields are filled correctly.
   An Example of a completed Template can be Downloaded Here
4. Save the completed Excel template. Go back to the import screen and select "Import Customer/Pricing". The system will then import the customer data from the saved Excel template.

Exporting Customers and Customers Pricing

1. Go to "Customers" > Click "Export" > Select either "Customers" or "Customers Pricing" depending on the data you want to Export.
   
   
   This will download an Excel file that contains your customer's data/customer pricing in each column.
2. Export Appointment Data
   Go to "Appointments">Adjust filters at the top (date range, Service type, technicians, etc.) if you only want certain data>Click the Export Icon 
   
   
   
   
3. Export Billing Data
   Go to "Billing">Set the filters for Billing Range, Service type, Status, Tags, Workers, etc.>Click Export Icon (highlighted)>Data will download as a .CSV file.