To export a list of clients fro your Point of Sale app, follow these steps:
- Click on the Navigation Menu ≡
- Scroll to the bottom, click Client Export.
- Select All Workers or a Specific Worker.
- Optional: Enter a Client Created Date Range. Note: If the date fields are left blank, the list will be created for all-time.
- Enter the Email Address to send the .CSV file to.
- Click Generate.
- A pop-up menu will appear to let you know the list is generating. Please allow up to 30 minutes for the file to be sent and consider looking in the Junk or Spam folders if it does not appear in your traditional mailbox.
Note: The Client Export Email requires the Company Email under "Setup Company" to be an email address matching your domain name. Generic email addresses such as Yahoo, Gmail, AOL, iCloud, or Hotmail do not allow external software like the Point of Sale app to send emails on their behalf.
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