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How to Get a List of Clients' Email Addresses

How to Get a List of Clients' Email Addresses

Article covers permissions and steps to get a master list of client's email addresses
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

TheraNest Users with Organization Admin rights will have the ability to pull a list of clients and their personal information including email addresses. 

  1. Go to Organization 
  2. Click on Export Client Data on the side menu
  3. Choose to Export All Clients or  Export Only Active Clients
  4. A excel document will download with client information including their email address.

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