Download your client list or booking history as CSV whenever you need a portable copy.
Open Clients, then click Export CSV. The download contains names, email addresses, phone numbers, timezones, birthdays, active or blocked status, booking counts, and activity dates.
You can also open Settings → Privacy & security → Your data and choose Client list.
Open Settings → Privacy & security → Your data, then export Booking history. The CSV includes meeting and client details, dates, status, location, intake responses, and payment status. For meeting types with the transcription notice enabled, it also includes a Recording consent column (when the notice was shown and the client proceeded) and a Transcription opt-out column (when they opted out instead) — a booking fills in one or the other, never both. It does not contain payment-processor credentials.
These CSV exports do not include uploaded documents. Download documents you want to keep from Dashboard → Files.
