Import & Export your Client List

Import 

You can import up to 5000 clients per CSV file under Appointments > Import/Export in the left hand menu you can upload a CSV (comma separated value) file of your contacts. On the second page you'll verify the clients before you add them, and also select which columns correspond to the first name, last name, phone, and email of the client. From there you can choose "Import" to add them to your client list.

Learn more about exporting your contacts as a CSV file from:

Export 

You can export your client list by heading to the Appointments > Import/Export section of Acuity, and clicking on the button that says "Export Client List to Excel".

The exported client list can be used for your own custom reporting and also imported into many different bulk e-mailing programs. The generated file will include the client first name, last name, phone, e-mail address, and how many days since their last appointment.

Keep in mind: The max number of clients that can be imported at once is 5000. If you have over 5000 clients in your CSV, go ahead and split up your file and import 5k or less at a time!

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