Export client contact list csv
There needs to be an option to download a csv or pdf file of all clients and contact informaiton.
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Hi everyone,
Thanks for your great suggestion! We’re marking this idea as completed! You can now export your client’s contact to export to Mailchimp, Constant Contact or any other marketing software for your campaigns or client management.
We’re returning your vote to you so please come back to ideas.trainerize.com to add your vote to other ideas.
We are looking at building out a native integration with these apps, so please vote for them:
Thanks!
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Michele Meinville commented
YES!
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Lior H commented
We need a CSV with all customers (active and not) with full info (name dates (joined, deactivated, setup, last message , products, status, trainer, email, phone, etc.).
This will have multiple uses in different systems, here are a few examples:
Payroll
CRM
Re-marketing
Sales progress tracking
Attrition
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Coach David commented
During business meetings we like to print out and discuss reports. It helps with organization and planning.
Basic fields like name, email, phone, and filtering options to export based on associated tags, programs, groups, and trainers would be awesome.
We would at least like to export a csv file to excel. An integration to Metroik would be nice, but not a must have.
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Nicole Race commented
Create new and templated emails to send to clients individually or as groups.
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Chris Akard commented
There should be a way to gather and save all email addresses from Trainerize clients. This is a no brainer.
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Coach Michelle commented
Please add the ability to export to CSV / excel, so I can import them into my CMR system
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Daryan commented
Export client list
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Lana Welchman commented
Being able to export workout info would be great too!
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Matt Blank commented
Be able to export client emails
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Marek Downing commented
How is this not an option?
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Coach David commented
How many clients do I have on each program? That question would be a lot easier to answer if we could export a client list. When it comes to planning, team meetings, and just being organized, it would help tremendously to be able to at least export a list of clients and their contact info, their trainer, what program they're on etc...
I know Trainerize has a built-in accountability feature that lets you know who needs to be followed up with, and that's great. It would just be nice to see things outside of the system, and print it out if needed.
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Anonymous commented
I would like to know if there is a way to see all my clients contact info such as email/phone name ...all on one spreadsheet
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Adam Becker commented
There needs to be an option to download a csv or pdf file of all clients and contact informaiton.
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Lana Welchman commented
This needs to happen
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Mary Cain commented
Hi, Have you updated the program to be able to export yet? That is a fabulous idea!!!!
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Anonymous commented
1000% agree with this suggestion
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Kris Preston commented
please!! This would be ace for tracking in's and out's with clients from my gym
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Natalie White commented
It would be great to have an option to be able to print my client list and export it to where it would show the client, their email, when they started and their current phone/mailing address to excel!
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Judah Travis commented
Please add the ability to export to CSV / excel, etc. This function would allow me to optimise my time and be more efficient when creating priorities.
Thanks!