How to export your data from Fresha
Fresha exports the client list, appointments, service menu and reports yourself, in Excel, CSV or PDF. Forms and files come out one at a time, card details not at all. Deleting a workspace cannot be undone.1
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What you can export from Fresha yourself
From Fresha’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Fresha support can point you to the current one.
Client list
Clients > Clients list > Options > Excel or CSV, on desktop or mobile. The “Can download clients” permission controls who can do it. Filter the Clients list report by location to export one location.
Appointments
Filter the appointments list by client, reference or date range, then Export to PDF, CSV or Excel.
Service menu
Catalog > Service menu > Options, then PDF, Excel or CSV.
Sales, products and stock
Reports export to PDF, CSV or XLSX one at a time. The Sales log detail report gives each sale in depth; Product list and Stock on hand cover your products.
Gift cards and memberships
Sales > Gift cards sold exports to PDF, Excel or CSV. The Gift card list and Membership list reports export like any other report.
Forms and client files
Each form response saves as a PDF through Print > Save as PDF. Files such as before-and-after photos download one at a time from the client’s Documents tab.
What is not documented and needs asking
Fresha does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
Card details
Fresha says stored client card details are encrypted and cannot be exported or transferred. Plan to collect cards again.
Client notes
Fresha’s notes article covers adding and deleting notes, with no export option, and deleted notes cannot be recovered.
How long data is kept
How long Fresha keeps your data after you cancel a plan or delete a workspace is not published.
Package balances and a full export
A package balance export and a support-assisted full export are not described. Ask Fresha in writing.
Leaving Fresha: the steps, in order
- 1
Export the client list
Download it as CSV or Excel, once for the whole business, and once per location if you run several.
- 2
Export appointments and the service menu
Export the appointments list for your full date range, and the service menu, so you can rebuild your services elsewhere.
- 3
Export the reports, one by one
Fresha says reports must be exported individually. Start with Sales log detail, then Gift card list, Membership list, Product list and Stock on hand.
- 4
Save forms and files for active clients
Save each form response as a PDF and download each client file. Copy out any client notes you need by hand.
- 5
Cancel your plan rather than delete
Cancelling the plan removes access, but Fresha says reactivating restores your workspace. Deleting a business account cannot be undone.
- 6
If you do delete, follow Fresha’s checklist
Fresha asks you first to cancel upcoming appointments, refund deposits and active gift cards and memberships, and export your client list and sales log report.
🔗
You may not need to move everything. Workee can run alongside Fresha.
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 Fresha
Pricing cited from Fresha’s own page, what it does better, and how the two run side by side.
Fresha alternatives
The platforms med spas compare Fresha with, and the reasons to stay.
Fresha review
Every published price, where Fresha 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 Fresha: common questions
- Can I export my client list from Fresha?
Yes. Clients > Clients list > Options, then Excel or CSV. Who can do it is controlled by the “Can download clients” permission. - Can I take my clients’ saved cards from Fresha?No. Fresha says client card details are securely stored, fully encrypted, and cannot be exported or transferred.
- Is deleting a Fresha account permanent?Yes. Fresha says that once a business account is deleted, it cannot be restored. Cancelling your plan instead keeps the option to reactivate.
- Do I have to leave Fresha 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 Fresha can stay. If you do move, Workee imports your client list from a spreadsheet.
Moving off a platform?
Talk it through with us.
Sources
- Fresha — Delete your personal account. Accessed 18 October 2026.
- Fresha — Export your client list. Accessed 18 October 2026.
- Fresha — Export reports. Accessed 18 October 2026.
- Fresha — Reports and insights glossary. Accessed 18 October 2026.
- Fresha — Export your service menu. Accessed 18 October 2026.
- Fresha — Manage gift cards. Accessed 18 October 2026.
- Fresha — Complete forms. Accessed 18 October 2026.
- Fresha — Add files to client profiles. Accessed 18 October 2026.
- Fresha — Add notes to client profiles. Accessed 18 October 2026.
- Fresha — Manage your Fresha plan. Accessed 18 October 2026.
