How to export your zenplanner contacts csv


By PJ Jamio

updated 9 months ago

To export clients from Zen Planner you will want to run the 'People Report.'

  • At the top of the Zen Planner Dashboard, click Dashboard
  • In the left column under Saved Reports, choose Members
  • Under the main Members heading, choose New Report
  • Choose People
  • On the right under Report Settings, click Edit Report Settings
  • Under Column make sure each of the following is checked:- First Name
    • Last Name
    • Gender
    • Birth Date
    • Address
    • Email
    • Phone
    • Status
    • Signup Date
  • Remove all inactive athletes
  • Click Refresh Report
  • At the top of the generated report, click CSV to the right of the text Export
  • If a Save As dialog box opens, change the name to PersonExport.csv and click Save

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