How can I export my data from Phorest?

This article will outline how to extract system information from your Phorest system.


Client Information

Exporting client emails from the system can be done by following this guide:

How to extract a list of clients

You can also use the following reports to extract the client information - simply put into the date range from the time you installed Phorest until today to give you a full list of client information: (in the case of the Top Clients report, in the number of clients enter in the exact amount of clients you have to give you a full list)

New Clients report overview

Top Clients report overview

Transaction Information 

The guide below will not only include transaction details, but it will also serve as a way to get your clients, product and service history, voucher sales, and courses sales. 

How to Export Client Details and Purchase Transactions to CSV from Phorest

Future Appointments

The report below will give you a list of all Future Appointments broken down by staff member that you can export, including any colour or service notes

Staff Appointments report overview

Services

To export all services from the system you can follow the below guide:

Head to Manager > Services > Packages > Add Package > Add Service (magnifying glass).

Click the Export CSV button at the bottom of the screen.

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Exporting Products

To export your list of products you can do the following guide:

How to print a list of your products

Exporting Deposits on Client's accounts

Can be done with the following report:

Client Credit Account Details report overview

Exporting Client's Courses / Series

The following reports can be run to get that information:

Client Courses/Series Outstanding report overview

Client Courses/Series Sold and Added report overview

Vouchers / Gift Cards

Can be exported using the following reports:

Phorest Gift Voucher/Gift Card reports


All other reports in the system are linked here. We are here to help, so contact Support if you have any issues with the above methods on support@phorest.zendesk.com 

All information needing to be exported can be done by the business themselves through the methods listed above. In the cases where data exports are requested by Phorest, may involve a charge. Exporting via the methods above is free of charge.

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