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Exporting your customer data

You can download a copy of your customer list from Now Book It at any time. You can export every customer in your organisation, or only the customers from one venue.

Before you start

  • You’ll need access to your organisation’s Settings as an Admin user.
  • Your customer list is shared across all venues in your organisation. If you have more than one venue, you can filter the export to just one.

Exporting your customers

  1. Log in to Now Book It and navigate to the Organisation level.
  2. Select Settings in the bottom-left menu.
  3. Under People, select Customers.
  4. (Optional) To export only one venue’s customers:
    a. Select Filters.
    b. Choose the venue from the dropdown. It shows All venues by default.
    c. Select Apply filters.
  5. Select Download.
  6. The Customer Export window opens. Read the terms. By continuing, you confirm that:
    a. you’ll only use customer contact details in line with all applicable privacy and data protection laws.
    b. you’re solely responsible for following those laws, and will indemnify Now Book It against any related claims.
  7. Select Confirm.

The file will download to your computer, usually into your Downloads folder as a CSV file.

What’s included

The export includes your customers’ details, such as:

  • First name
  • Last name
  • Company
  • Email
  • Phone number

Good to know

  • Customer data contains personal information. Store it securely, only share it with people who need it, and respect your customers’ marketing preferences.
  • Only Admin users can accept the export terms. Now Book It staff can’t confirm an export for your venue.