Export your client list

Your client list is yours, and that has to mean you can take it with you. One click downloads the whole book as a CSV that opens in Excel or Google Sheets and imports cleanly anywhere, Rezzy included.

Export it

1. Go to Clients.
2. Open the New menu and pick Export clients (CSV).
3. The file downloads immediately: rezzy-clients-2026-08-09.csv, dated for the day you exported.

That’s the whole flow. No support ticket, no waiting, no plan requirement.

What’s in the file

Every client, archived ones included, one row each:

• Name, Email, Phone, Birthday and any Tags and Notes on the profile.
• Marketing consent (yes/no), Text consent (yes/no), and the Unsubscribed on date if they opted out, so consent survives the move. How consent works.
• First visit, Last visit, and Visits: their attended-visit history at a glance.
• Added on and Archived on dates.

Good to know

• Any plan, always. Free, Pro, trialing, cancelled: the export always works. Holding your client list hostage is the lock-in Rezzy exists to end.
• It round-trips. The column headers match what Rezzy’s importer auto-maps, so an export re-imports without hand-editing, into Rezzy or most other systems.
• Owner only. Team members don’t see the export option; the whole book leaving the building is an owner’s call.
• It’s logged. Each export shows in your Activity feed with the client count, so there’s always a record of when the list was pulled.