Your client list can be exported to a CSV (Excel) file which you can then alter and use elsewhere.
Staff permission
Make sure you give applicable staff the "Client Export" permission.
Performing an export
On the client list, use the checkboxes to select which clients you want to export.
To export all your clients, click the "Select All" checkbox at the very top left.
Once you've selected all relevant clients,, at the bottom right click "Export".
You can then select which information about your clients that you'd like to export.
By default, it will export all their details, including name, email addresses, phone numbers and addresses.
Confirm your selection and click "Continue".
Once the CSV is ready, you'll receive a notification with a download link.
This might take a minute if you have thousands of clients within your Mira business.
The CSV will contain all your selected clients and their relevant information.
