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Introduction

Acuity makes it easy to export your client list in a ready-to-use CSV format. Whether you’re switching platforms or organizing your data, the export includes essential details like name, contact info, and last visit insights.
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Step 1

Log into your Acuity account, then click on Clients.
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Step 2

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Go to Import/Export

At the top of the Clients page, click Import/Export, then select Export Client List.
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Step 3

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Choose Client Group

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From the dropdown menu, choose which group of clients you want to export:

  • All Clients
  • Or filter by groups based on how recently they’ve booked
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Step 4

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Export the List

Click Export Clients. A CSV file will download to your computer.

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What’s Included in the File

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The exported spreadsheet contains the following columns:

  • Client Name
  • Client Email Address
  • Client Phone Number
  • Notes on the Client File
  • Days Since Last Appointment (blank if client has an upcoming appointment, last appointment was within 24 hours, or they’ve never booked)
To find out when clients last visited, you can sort your CSV by the Days Since Last Appointment column after exporting.

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Next Steps

Now that you’ve exported your clients from Acuity, you’re ready to import your client list into All Set. If you’re migrating clients from Booksy, the next section will walk you through how to export your customer list from there.