Conducting an instant backup of your clients is easy and best of all, free.
Your data is exported in a CSV (comma-separated values) file format which can easily be opened with a spreadsheet program such as Microsoft Excel.
💡 Only users with Supervisor level access can run data backups
Please follow the below steps to run an Instant Data Backup:
1. From the Client list, click Instant Backup in the top right, then click Okay, which will proceed to generate the data backup.
2. Once you've received your email, go to Setup, then Settings, under Administration click Data Backup, from here you should see the entry listed and available to download.
💡 The download button will appear 12 to 24 hours after you have requested the data backup - NOTE: As shown in the above image, the backup file is only available for download for 24 hours after being generated.
Instant Data Backup vs Data Backup
Instant Backup includes client data only (e.g. demographics, contact details, referrals).
Data Backup supports detailed Client and Organisation data (e.g. appointments, notes, invoices). File categories (Client Files, Personal Files, Shared Files, Referral Files) must be exported separately and cannot be combined with other data types. Only one file category can be selected per backup job.
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!