How To Export Data

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If you would like to export data from Simple Salon, you can do so via your Marketing page as well as from your reports in your Report List, under Reporting.

The following headings will outline the steps for exporting your data.

 

Client List:

You can download your client list for free by going to Marketing and click All Clients. Choose Export or Print.

 

Client Appointment History with notes:

Go to Reporting, then into the Report List and click the Export Client History report. You can export or print this report. The file includes client appointment history with comments for the past 2 years.


Services:

You can download service information for free by going to Admin, then click on the Services tab. Now choose Export or Print to download the full list of services.


Products:

You can download your products by going to Reporting, then into your Report List. Click the Stock On Hand Report and Export or Print.

 

Operators:

You can download your operator information for free by going to Admin, then choose the Operators tab. Once in the Operators tab, click Export or Print to download the full list operators.

 

Sales History:

You can download sales information for by going to the Reporting, then into your Report List. Choose the Sales Report. Once the report loads, enter in the date range and click Show. Once the information loads, click Export or Print to download.

 

 

If you have any questions, please send them to us from your Help & Support page by clicking Submit a Request.

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