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
- 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