Generating the 'All Contacts' export

Written By bookthatin

Last updated 5 months ago

The 'All Contacts' export generates a spreadsheet file that includes all clients who have ever booked with you.

You will get their name, email, and the date of their first booking with you.

This is the perfect format for uploading contact info to an email marketing platform, such as MailChimp or MailerLite.

Step 1: Go to the Clients Area

  1. Log in to bookthatin.com.

  2. From the Business dropdown menu, select My Clients.

Step 2: Export the All Contacts Report

  1. In the top-right corner, click Export.

  2. From the dropdown, select All Contacts Report (first option).

  3. Wait a moment while the system prepares your file.

  4. When prompted, download the file to your device.

Step 3: Open and Use the File

  • The export is provided in a spreadsheet format (CSV/Excel).

  • Each row represents one contact (not each booking).

  • Columns include:

    • Email Address

    • First Name

    • Last Name

    • Date of First Booking

Step 4: Applications

  • Upload the file into mailing tools like Mailchimp or MailerLite to manage campaigns.

  • Import it into your CRM for better customer tracking.

  • Filter by the date of first booking to see when customers first joined and keep your systems updated.

✅ Tip: Regularly export this report to ensure your mailing lists and CRM stay up to date.