How to download a batch csv

How to download a batch csv

You can download a batch csv if you need to view clients' data in one place, or if you want to export the data to your CRM or booking system, for example.

To download a batch csv please watch the video and follow the steps below.

1. Click on Submitted Forms
2. Click on ‘Batch CSV’
3. Enter a ‘from’ date and a ‘to’ date for the period you want to generate a csv for
4. Select the form
5. Click on ‘Export’ - The file should download automatically to your PC/Desktop
6. Go to a new spreadsheet
7. Import the downloaded file
8. Retrieve the client’s details
9. If you need to export more than one form type, you can simply open a new spreadsheet or add in a new sheet to the same spreadsheet and follow steps 1-8 again

    • Related Articles

    • Download Submitted Forms

      Once you have received a submitted form it will be stored on your Beauty Forms account. You can also download a copy of the form for your records. You can download a PDF, which will then allow you to print or save the document to your device. You can ...
    • Can I download my forms as a PDF?

      Yes - Once submitted, forms can be downloaded as a PDF. ​​
    • Custom 'Form Submitted Successfully' Message

      You can customise the "Your Form Has Been Submitted Successfully" message that shows on the screen once a form has been submitted. To customise the message please follow these steps: Log in to your Beauty Forms Account > Click on 'Form Manager' > ...
    • Booking Confirmation Email

      When a booking is made on your calendar both you and your client will receive a confirmation email. The email to the client will include the booking details, as well as the link to the form required for the booking. There are also calendar icons for ...
    • How to Create a Folder for Submitted Forms