How to Export Your Client List from Booksy

By Clientara · 2026-09-02

If you are thinking about leaving Booksy, the client list is the part that worries people. Everything else — your prices, your hours, your booking link — takes an afternoon to set up again. Ten years of client names and phone numbers does not.

The good news is that the list is yours and you can take it. The less good news is that Booksy makes it harder than most, and there are two things in it that will not come across no matter what you do. Here is the whole picture, honestly.

Get the export out of Booksy

Booksy's export lives in the Biz app rather than the client-facing one, and it moves around between versions. As of now:

1. Open Booksy Biz and go to Customers.
2. Open the menu and look for Export.
3. Save the CSV somewhere you can find it again.

That is the whole job when the button is there.

When there is no Export button

This happens often enough that it is worth saying plainly: not every Booksy plan and not every app version shows one. If you cannot find it, do not spend an hour hunting.

Email Booksy support and ask them to send you a CSV of your clients. They will do it. You are entitled to your own customer records, and asking for them is routine — you do not have to explain why you want them, and you do not have to say you are leaving.

Give it a day or two for the reply, and start the rest of your setup while you wait.

What is actually in the file

Booksy's export is thin compared to most. Expect roughly:

That is usually it. No visit history, no notes, no service preferences, no photos.

If you have been running your appointment history and your client notes inside Booksy, take a breath before you cancel: that context is not in the export. More on what to do about it below.

Check the file before you upload it anywhere

Open it in Excel, Numbers or Google Sheets and look at three things.

Are first and last names in separate columns? Booksy splits them into Name and Surname. That is fine — a good importer joins them back together. What you want to avoid is a system that reads only the first column and quietly imports half of everyone's name.

How are the phone numbers formatted? You will usually see a mix: some with a country code, some without, some with dashes or brackets. Leave them as they are. Normalising phone numbers by hand across two thousand rows is a wasted evening, and any importer worth using does it for you.

Are there duplicates? Most client lists have a few — the same person booked twice under a nickname, or once with a phone number and once with an email. You do not need to fix these by hand either, as long as whatever you import into deduplicates on the phone number rather than only on the name.

Bringing it into Clientara

Once you have the CSV:

1. Open Import in your Clientara dashboard.
2. Choose Booksy as where you are coming from. The wizard then expects Booksy's column names rather than making you match them one at a time.
3. Drop the file in.
4. Look at the preview. Nothing is written until you approve it.

Names come across as one person rather than a first name with the surname lost. Phone numbers are matched on the last ten digits, so the same client saved two different ways is merged instead of imported twice. Anything that cannot be read is flagged rather than silently dropped.

What does not come with you, from anywhere

This is the part most guides skip, so here it is up front.

Your appointment history. Booksy's client export does not include it, and no import can invent it. If you need last year's numbers for your accountant, run your Booksy reports and save them as PDFs before you cancel. You will not get them back afterwards.

Your reviews. Reviews on a marketplace belong to that marketplace. They do not transfer to any other platform, and anyone who tells you otherwise is selling something. You start again on reviews, which is genuinely the real cost of switching — and the reason to ask your regulars for one in your first fortnight, while they are still thinking about you.

Your marketplace visibility. If a meaningful share of your bookings come from people browsing Booksy rather than from your own link, that traffic stops when you leave. Be honest with yourself about how much of your business that actually is. For most established shops it is far less than they fear, because their regulars book them by name. For a chair that opened last month it can be most of it.

Do not cancel on day one

The safest way to move is boring:

1. Export your clients.
2. Set the new system up and take real bookings on it.
3. Keep Booksy running, but stop sending anyone to it — change the link in your Instagram bio, your Google profile and your window sticker.
4. Let the last Booksy appointments run out.
5. Cancel.

Two subscriptions for a few weeks costs less than a lost month. And if you decide halfway through that you preferred the old thing, you have lost nothing but the setup time.

A short checklist

• Client CSV exported, or requested from support
• File opened and eyeballed — names, phones, obvious duplicates
• Appointment history saved as PDFs if you need it
• Services and prices rebuilt in the new system
• Booking link changed everywhere it appears
• Real bookings taken on the new system
• Booksy cancelled, last

The whole thing is a weekend if you are organised, and most of that is retyping your service menu.