Choosing Software

How to export appointment and client data from salon software

Most salon software lets you export client lists, sales data, and appointment information as CSV files that open in Excel or Google Sheets. Some also offer iCal calendar feeds for syncing schedules with external calendars. Regular exports are important for backups, accounting, and marketing.

Why exporting your salon data matters

Your salon data is a valuable business asset. Being able to export it gives you control over your information and opens up uses beyond what your booking software provides:

  • Regular backups protect against data loss
  • Accounting and tax preparation are easier with sales exports
  • Marketing tools need client contact lists for campaigns
  • Payroll processing benefits from timesheet exports
  • Switching software is simpler when you can take your data with you

Be careful with exported client data. It contains personal information that must be stored securely and used in compliance with privacy regulations. Don't leave CSV files with client details in unsecured locations.

Types of data you can typically export

Client lists

Names, email addresses, phone numbers, and join dates. Useful for marketing campaigns, mailing lists, and backups. Most salon software offers a CSV export of your full client database.

Sales and revenue data

Transaction details including services, products, payment methods, and team member attribution. Essential for accounting, tax preparation, and business analysis.

Team timesheets

Clock-in and clock-out times, hours worked, and attendance records. Useful for payroll processing and tracking team hours.

Product catalogues

Product names, prices, costs, stock levels, and SKUs. Helpful for inventory management in external systems or for creating purchase orders.

Calendar feeds

iCal feeds that sync appointment schedules with Google Calendar, Apple Calendar, or Outlook. This gives team members visibility of their schedule in their personal calendar app.

How to export data in Bella Booking

Bella Booking provides export options across several sections:

  • Clients — Export CSV button on the client list page
  • Products — Export CSV button on the products page
  • Reports — Export button on individual report pages with date range filters
  • Attendance — Export timesheets from the team attendance section
  • Team — iCal feed URL available on each team member's profile

All CSV exports can be opened directly in Microsoft Excel, Google Sheets, or any spreadsheet application. iCal feeds work with any calendar app that supports subscriptions.

What to do with exported data

  • Send sales CSVs to your accountant at the end of each month or quarter
  • Import client email lists into your email marketing tool for newsletters and promotions
  • Use timesheet exports for payroll calculations
  • Keep monthly backups of your client list in a secure location
  • Share product catalogues with suppliers when placing orders

Set a monthly reminder to export your key data. Even if you trust your software's reliability, having your own backup gives you peace of mind and makes tax time much easier.

Data portability and switching software

One of the most important reasons to have export capability is portability. If you ever decide to switch salon software, your client lists, product catalogues, and historical data should come with you.

When evaluating salon software, always check what data you can export and in what format. CSV is the most universal format and can be imported into almost any system. Avoid software that locks your data in with no way to get it out.

Bella Booking supports both CSV export and CSV import for clients and products, making it easy to bring your data in from another system or take it with you.

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