How to export your data from Boulevard
Boulevard publishes a single guide that maps each kind of data to the report that exports it. Most of it comes out as CSV or Excel. Notes, forms, charts and photos do not. Those are saved one client at a time.1
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What you can export from Boulevard yourself
From Boulevard’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Boulevard support can point you to the current one.
The full client list
Use the Client Records report, not the Clients tab. “Export current list” on the Clients tab gives only first and last name, mobile and email. Client Records adds address, date of birth, tags and marketing consent.
Appointment history
Schedule Records and Appointment Service Records in the old reporting, or Appointments and Appointment Line Items in the new reporting, for whatever date range you set.
Sales, payments and commissions
Daily Summary for sales, refunds and discounts; Order Payments for payments and refunds; Order Line Items for product history; Commission Summary for staff commissions and tips.
Balances clients still hold
Gift card, voucher (package), membership and account-credit balances each have their own report, with activity reports for the transaction history behind them.
Services, products and inventory
Service Records and Product Records export the catalog; Inventory On-Hand and Inventory Adjustments export stock. Membership plan setups export only from the new reporting.
Merchant transactions
Payments > Merchant Account > Transactions exports for a date range. Payouts have to be downloaded one at a time. Boulevard says they cannot be bulk-exported.
What is not documented and needs asking
Boulevard does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
What happens to your data after you cancel
Boulevard’s business subscription terms are not published, so neither a retention period nor a deletion date is public.
A support-assisted full export
Whether Boulevard will produce a full export for you on the way out, and at what cost or timeline, is not documented.
Notes, forms, charts and photos in bulk
Boulevard says these are saved one record at a time and are not part of bulk client exports. There is no bulk download of forms or charts.
Future appointments
The appointment reports filter by date range; Boulevard does not say explicitly that future bookings are included. Check the export before you rely on it.
Leaving Boulevard: the steps, in order
- 1
Get the export permission
Exporting needs Reporting Management > Export Reports in your permission group, plus the data permission for each report. Without it you can view a report but not export it.
- 2
Export Client Records as CSV or Excel
CSV and Excel include every column whatever is visible on screen; PDF and PNG do not. Large files can take a few minutes, and you need to stay on the page until they download.
- 3
Export appointments, sales and balances
Run the appointment, sales, gift card, voucher, membership and account-credit reports for your full history, then the catalog and inventory reports.
- 4
Download payouts one at a time
Export the merchant Transactions tab for your date range, then each payout individually.
- 5
Save clinical records client by client
Print each form or chart to PDF, and download photos one at a time from the client’s Gallery, which needs the “Modify client gallery” permission. Start with your active clients.
- 6
Ask Boulevard in writing before you cancel
Ask how long your data is kept after cancellation and whether they will provide a full export. Keep the reply with your files.
🔗
You may not need to move everything. Workee can run alongside Boulevard.
Workee puts booking on your own website and passes each appointment to the calendar you already run. It adds Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email. It also gives you lead forms on your website, where Jenny answers questions, qualifies each new lead and books a time, plus email and SMS campaigns, Google review requests, holiday offers and a weekly report on what Jenny did. If you do move fully, Workee has its own calendar, payments (deposits, no-show fees and cards on file) and client records, and imports your client list from a spreadsheet.
Related reading
Workee vs Boulevard
Pricing cited from Boulevard’s own page, what it does better, and how the two run side by side.
Boulevard alternatives
The platforms med spas compare Boulevard with, and the reasons to stay.
Boulevard review
Every published price, where Boulevard is strong, and where it falls short.
Import your client list into Workee
Upload the export, map the columns and check a few profiles.
All data export guides
Export guides for Vagaro, Boulevard, Zenoti, Mangomint, Fresha, Square Appointments, Aesthetic Record, Pabau, AestheticsPro and GlossGenius.
Exporting from Boulevard: common questions
- Why does my Boulevard client export only have names and emails?
You used “Export current list” on the Clients tab, which gives first and last name, mobile and email only. For address, date of birth, tags and marketing consent, export the Client Records report instead. - Can I export client forms and photos from Boulevard?Only one at a time. Boulevard says forms, charts and photos have to be opened and saved individually from each client’s profile and are not included in bulk exports.
- Which format should I export Boulevard reports in?CSV or Excel. Boulevard says those always include every column in the report, whatever is visible on screen.
- Do I have to leave Boulevard to use Workee?No. Workee adds booking on your own website and Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email, and passes appointments to the calendar you already run, so Boulevard can stay. If you do move, Workee imports your client list from a spreadsheet.
Moving off a platform?
Talk it through with us.
Sources
- Boulevard — Exporting & Backing Up Your Data from Boulevard. Accessed 18 October 2026.
- Boulevard — Clients: Audiences. Accessed 18 October 2026.
- Boulevard — Forms: submitting, printing, saving, sending and deleting. Accessed 18 October 2026.
- Boulevard — Photo Gallery. Accessed 18 October 2026.
