How to export your data from Pabau
Pabau lets you export clients, appointments, invoices and sales from its reports as XLS or CSV. Medical forms, notes and photos come out one client at a time, unless Pabau runs a managed export, which is free if you cancel with 30 days’ written notice. This guide covers what to export, in what order, and what to confirm in writing.1
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What you can export from Pabau yourself
From Pabau’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Pabau support can point you to the current one.
Clients and appointments
Analytics > Reports, pick a report, then the three-dot menu > Export, as XLS or CSV. For every active client, build a client report filtered to “Active is Active”; for appointments, filter by appointment date.
Invoices and payments
Analytics > Reports > Financials holds the Payments, Invoices and Outstanding Invoices reports, in Excel, PDF or CSV.
Vouchers, packages and memberships
Custom Line Items reports cover voucher purchases, packages redeemed and money added on account. The memberships table has its own Export button for the full members list.
Services and products
The Services and Products pages each have an Export button, in Excel or CSV. Stock and product sales come from Sales reports such as Product Performance.
Medical forms, notes and photos
One client at a time: open each client record, go to the EMR section and download each file. There is no direct export of client medical forms, and the terms make checking completeness your responsibility.
What is not documented and needs asking
Pabau does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
Outstanding balances
A dedicated export of unspent voucher balances, remaining package sessions or money on account is not described, only the Line Items sales reports.
When the 90 days start
Pabau keeps data for 90 days from the date the account is marked inactive, then deletes it permanently. When an account is marked inactive after cancelling is not stated.
Prepaid terms and the free export
Whether the free managed export applies when a prepaid 12, 24 or 36-month term is cancelled part way through is not stated.
Who can request the export
The terms deliver the managed export to an “admin-designated” email address, without saying which staff role can request it.
Leaving Pabau: the steps, in order
Export steps
Step 1Give 30 days’ written notice
Cancel through Pabau’s cancellation form, or in writing at least 30 days ahead, via live chat or [email protected]. Verbal requests are not accepted. Notice of at least 30 days is what makes the managed export free.
Step 2Ask for the free managed export, in writing
Confirm by live chat or [email protected] that you want it. It starts on the last day of your subscription and takes up to 5 business days, delivered as a password-protected WeTransfer link. Without the notice, it costs £450 plus VAT, paid upfront.
Step 3Export the reports yourself meanwhile
Export clients, appointments, Financials and Line Items reports, the members list, services and products while you still have access. Access ends immediately when the licence terminates.
- Step 4
Check the export within 7 business days
The managed export holds a folder per patient with consent, treatment and questionnaire PDFs, attachments and invoices, plus CSV files. After 7 business days it counts as final, and a re-export is charged.
- Step 5
Stop your card payments yourself
Pabau bills by card through Stripe, and the terms make cancelling your payments your job. Closing locations inside Pabau does not stop billing.
🔗
You may not need to move everything. Workee can run alongside Pabau.
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 Pabau
Pricing cited from Pabau’s own page, what it does better, and how the two run side by side.
Pabau alternatives
The platforms med spas compare Pabau with, and the reasons to stay.
Pabau review
Every published price, where Pabau 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 Pabau: common questions
- Can I export my client list from Pabau?
Yes. Go to Analytics > Reports, open a client report and choose Export, as XLS or CSV. To get every active client, build a custom report filtered to active clients. - Does Pabau charge to export my data?Self-service report exports are part of the software. A managed full export run by Pabau costs £450 plus VAT, paid upfront, unless you cancel with at least 30 days’ written notice, in which case it is free.
- How long does Pabau keep my data after I cancel?Pabau’s terms keep your data for 90 days from the date the account is marked inactive, then delete it permanently, and later requests are refused. Access to the account ends as soon as the licence terminates.
- Do I have to leave Pabau 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 Pabau can stay. If you do move, Workee imports your client list from a spreadsheet.
Moving off a platform?
Talk it through with us.
Sources
- Pabau — Manage Data Export. Accessed 19 October 2026.
- Pabau — Custom reports. Accessed 19 October 2026.
- Pabau — Memberships guide. Accessed 19 October 2026.
- Pabau — Terms of Use. Accessed 19 October 2026.
