How to export your data from GlossGenius
GlossGenius lets the Account Owner export the client list as a CSV and download most reports as PDF or CSV. Notes and anything outside the reports come from Support on request, and reports stop being available once the account is cancelled. This guide covers what to export, in what order, and what to ask for first.1
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What you can export from GlossGenius yourself
From GlossGenius’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, GlossGenius support can point you to the current one.
Client list
In a web browser, Clients > Export Clients downloads a CSV with five fields: name, email, phone, date of birth and banned. Only the Account Owner can export it; team members cannot. Client notes are not included.
Appointments
The Appointments Report is a spreadsheet of past appointments for a time period you choose. Future appointments are not included.
Sales and transactions
Insights > Reports in a browser downloads reports as PDF or CSV: the Sales Report as PDF, and the Transaction Detail, Retail Sales and Sales Tax reports as spreadsheets. Every report except Commission Earnings downloads in the browser.
Gift cards
Gift cards bought on or after 17 November 2025 appear in your reports. For older gift card sales, Support provides a custom report on request.
Photos, one at a time
From a client’s photo gallery, each photo can be downloaded to your computer. Browser photo management is on Gold, Platinum and the Practice plans.
What is not documented and needs asking
GlossGenius does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
Notes, charts and forms
Client notes come from Support on request. No export of charts or SOAP notes is described, and forms and waivers cannot be printed or downloaded.
Packages and memberships
The Packages Activity Report cannot be exported, and no membership list export is described.
A full-account export
Anything beyond the reports and the client CSV goes through [email protected]. Its scope, format, cost and timing are not published.
How long data is kept
GlossGenius says cancelling keeps your data but makes the account inaccessible. No retention period is stated, and a deletion request erases it within 1 to 48 hours.
Leaving GlossGenius: the steps, in order
Export steps
Step 1Export the client list first
Sign in as the Account Owner in a web browser and run Clients > Export Clients. Check the row count against your active client base.
- Step 2
Download the reports, date range All
Download the Appointments, Sales, Transaction Detail, Retail Sales and Inventory reports with the date range set to All. List upcoming appointments separately, because the Appointments Report covers past ones only.
- Step 3
Save photos you need to keep
Download the photos you need from each client’s gallery, one at a time, and screenshot any signed forms you must keep.
Step 4Ask Support for the rest, in writing
Email [email protected] for client notes, charts, package balances and pre-November 2025 gift card sales, and keep the reply. Phone and text support runs Monday to Friday 10am to 8pm and Saturday 11am to 7pm Eastern.
Step 5Cancel last, never delete first
Only the Account Owner can cancel, through the cancellation form, and it takes effect at the end of the billing cycle. Reports are not accessible once the account is cancelled, and deleting the account cannot be undone.
🔗
You may not need to move everything. Workee can run alongside GlossGenius.
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 GlossGenius
Pricing cited from GlossGenius’s own page, what it does better, and how the two run side by side.
GlossGenius alternatives
The platforms med spas compare GlossGenius with, and the reasons to stay.
GlossGenius review
Every published price, where GlossGenius 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 GlossGenius: common questions
- Can I export my client list from GlossGenius?
Yes, if you are the Account Owner. In a web browser, Clients > Export Clients downloads a CSV with name, email, phone, date of birth and banned status. Client notes are not included; GlossGenius Support provides them on request. - Can I download forms and charts from GlossGenius?GlossGenius says forms and waivers cannot be printed or downloaded, and its help centre describes no chart or SOAP note export. Ask Support in writing, before you cancel, what it can provide.
- What happens to my GlossGenius data after I cancel?GlossGenius says cancelling does not delete your data, but the account becomes inaccessible and reports cannot be opened. Deleting the account erases the data permanently within 1 to 48 hours.
- Do I have to leave GlossGenius 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 GlossGenius can stay. If you do move, Workee imports your client list from a spreadsheet.
Moving off a platform?
Talk it through with us.
Sources
- GlossGenius — Exporting data from your GlossGenius account. Accessed 19 October 2026.
- GlossGenius — How to export your client list. Accessed 19 October 2026.
- GlossGenius — How to pull and download a report. Accessed 19 October 2026.
- GlossGenius — Available reports. Accessed 19 October 2026.
- GlossGenius — The Packages Activity Report. Accessed 19 October 2026.
- GlossGenius — Can I pull a gift card sales report?. Accessed 19 October 2026.
- GlossGenius — Genius Form and waiver FAQs. Accessed 19 October 2026.
- GlossGenius — Photo management. Accessed 19 October 2026.
- GlossGenius — How to create and manage client charts. Accessed 19 October 2026.
- GlossGenius — How to cancel your GlossGenius account. Accessed 19 October 2026.
- GlossGenius — How to delete your GlossGenius account. Accessed 19 October 2026.
- GlossGenius — Contact GlossGenius support. Accessed 19 October 2026.
