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Can I view or export a list of my clients? - Knowledgebase / Managing Clients - Therapy Help Desk

This Article Category Knowledgebase

Can I view or export a list of my clients?

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  • Last updated: Jun 8, 2020 by Customer Success Liaison

To view a list of all of your clients, please follow the steps below:

  1. Go to the “My Practice” tab located at the top navigation menu and click on “Clients”.


  2. You can export the list of your clients in a variety of file formats, including CSV, XLSX, or PDF, by clicking on the icons located above the list.

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This Article Category Knowledgebase
Author
Customer Success Liaison
Date Created
Jun 8, 2020