1. Go to Reports > Clients > Detailed Client
  2.  You can then export the report as a PDF or CSV.


 
 
 
 The Detailed Client report will show the client's Registration Date, Service Types, Staff Members, Referral Source, their Last Appointment, and location. This report does not include archived clients. 

Client's will show unassigned until an appointment with a staff member has been scheduled.
 
 
 

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