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'Export' your membership details

You can now export your membership details into a CSV/Excel document.

To do this head to Clients > Memberships > Export.

When you select 'Export' it will export all of your memberships into an excel spreadsheet so you can view all information about the membership, including the name of client, membership name, email address, status, source, next billing date etc.

If you would like to only export certain memberships into the excel spreadsheet you can use the filters on the memberships page and then 'Export'.

For example, you could filter by all membership that 'needs attention' then 'Export' this will then export all the 'needs attention' memberships only into a spreadsheet so all those that require attention will be in one place for you to access!