Within the portal, it is important to understand when and if your clients are using the portal and what subscription they are on. Instead of going through and clicking on each client, one by one, to retrieve this information, we have made it easy for you to download one easy to filter csv file. This file will show information like last log in, activation status, pro or starter account and assigned staff.
To export your client list to CSV:
1. Navigate to Clients>Client list and click the 'I want to' dropdown box and select 'Export all clients to CSV'.
2. A pop-up box will appear. Click 'Export'.
3. The file will download to your device. Click on the file to open and review your client data.
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