Exporting Clients from Vagaro

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Navigate to Customer Reports

Go to More → Reports → Customers → Customers.

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(Optional) Apply Filters

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Tap the Filters icon in the top-right corner to narrow down your report, then tap Run Report. You can filter by:

• Email / Address / Ref. By / Tag – Enter full or partial emails, mailing addresses, referrer names, or tags.
• Name – Search by first or last name (e.g., “Smith”).
• Phone Number – Enter area code or full number.
• Customer Since / Last Visit – Search by customer longevity or recent visits using date filters.
• Customer Notes – Search for specific text inside profile notes.
• Services & Add-Ons – Filter based on what clients have purchased or attended.
• Email or Phone on File – Search based on contact info format (e.g., Gmail or 415 area code).
• Employee – Filter based on staff who served the client.
• Membership – Filter by current client memberships.
• Online Booking Status – Show clients based on online booking permission.
• Date Range / Birth Month / Gender – Filter by time, birth month, or gender ID.
• Card or Bank Info – See who has a payment method on file.
• Booking / Points / Spend Range – Minimum/maximum appointments, points earned, or money spent.
• No-Shows / Age Range – Filter by missed visits or client age.

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Select Clients to Export

Check the box next to each client you want to export or tap Select All Customers to include everyone.

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Export Your List

Tap the Action (⋮) menu in the top-right corner, then choose:

• Print
• Export PDF
• Export Excel (recommended for importing)

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Additional Actions

After generating the report, you can also:

• View or Email a Customer – Tap a customer’s card for quick actions.
• Bookmark the Report – Use Star/Unstar to save the report for later.
• Undo Delete – Restore deleted profiles.
• Merge – Combine duplicates into a single profile.
• Delete – Permanently remove selected profiles.

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Navigate to Customer Reports

Go to Reports → Customers → Customers from the top navigation bar.

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(Optional) Apply Filters

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Click the Filter icon in the top-right corner to refine your customer list, then select Run Report. Available filters include:

• Mail / Address / Ref. By / Gen. Tag – Search by email, mailing address, referral source, or tags.
• Name – Enter a full or partial name (e.g., “Smith”).
• Phone – Search by full number or area code.

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Advanced Range Filters

• Customer Since / Last Visit – Filter by first visit or recent activity (Before, After, or Between selected dates).
• Customer Notes – Filter by keywords in profile notes.
• Services, Classes, and Add-Ons – View clients who purchased specific offerings.
• Phone or Email on Profile – Narrow by domain (e.g., Gmail) or phone format.
• Service Provider – Filter based on staff members who served the clients.
• Membership – See which clients have active memberships.
• Online Booking Status – Filter by booking permissions (Allow, Require Acceptance, Block).
• Date Range / Birth Month / Gender – Filter by appointment dates, birth month, or gender identity.
• Card or Bank on File – Identify clients with stored payment methods.
• Booking Range – Number of appointments scheduled.
• Points Earned – Loyalty points earned.
• Amount Paid – Total spend per customer.
• No-Show / Cancellation Range – Missed or canceled appointments.
• Age Range – Client age brackets.

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Choose Your View (Optional)

• Card View – View customer profiles as individual cards.
• Grid View – View customers in a sortable table.
  Use column headers to sort by name, visit history, or other data points.

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Select Clients to Export

Check individual boxes next to customer names or click Select All Customers to export the entire list.

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Export or Print Your List

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Scroll to the bottom of the page and choose:

• Print – Generate a printable version of the report.
• Export – Save the report as an Excel or PDF file (web version only).