Everything Bobclass exports comes out as a .csv file. That opens in Excel, Numbers and Google Sheets, and imports into most accounting and marketing tools.
There are two places to export from, and they work differently.
Exporting your client list
Your client list is in the Clients tab in the bottom navigation, not in Overview. Exporting it starts with choosing who to include:
Tap Select .
Tick the clients you want, or tap Select all .
Tap Export .
Because you pick the clients first, you can export a segment rather than your whole list. If you only want part of it, narrow the list with the filters before you select — see Filtering and searching clients.
The usual reason to do this is a third-party marketing tool. A client list exported from Bobclass imports straight into Mailchimp and similar services.
Exporting from Overview
Overview holds six list views. Four of them have an Export button:
Past bookings✅
Upcoming bookings✅
Sales✅
Payments✅
Invoices — cannot be exported
Receipts — cannot be exported
Invoices and receipts are documents rather than lists: you generate each one as a PDF and send it to the client. See Invoices and receipts.
Sales and Payments are the two most studios reach for — they are what goes to your accountant, or into your accounting software at the end of a quarter.