How to export your data from Zenoti
Zenoti publishes an off-boarding guide with the export path for every module, and its terms set a 30-day window after termination. Export everything yourself while you still have access. The post-termination route costs money and time.1
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What you can export from Zenoti yourself
From Zenoti’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Zenoti support can point you to the current one.
Guests
Guests > Manage Guests, then the export to Excel or export to CSV icon. Zenoti recommends signing in as Owner or Manager so the export permissions are in place.
All appointments, past and future
Run the Appointments report with a date range covering both past and future dates, then export to CSV or Excel.
Sales and collections
Export the Collections and Sales-Accrual reports from Reports. Anything over a year long or over 150,000 rows is emailed to you instead of downloaded.
Gift cards, packages, prepaid cards and memberships
Each has its own liability report (Gift Cards, Packages, Prepaid Cards and Memberships Liability) showing what your clients are still owed.
Services, products and pricing
Export services, memberships and packages from their Master Data pages, products and center price lists with the export price list icon, and inventory from the Current Stock report.
Employees
Employee > Employees > Export sends an email with a link to an Excel file.
What is not documented and needs asking
Zenoti does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.
Guest notes, forms and photos in bulk
Zenoti says guest notes, and forms with their photos, cannot be bulk extracted. Its workaround is to open each record and save it. Field-level form data has a separate report that Zenoti Support must switch on.
Export and transfer fees
Zenoti’s terms refer to time-and-materials fees for a post-termination transfer, and “data export fees” if the account is suspended. The amounts are not published.
Exact guest export fields
The columns in the Manage Guests export are not listed. Open the file and check it against a few real guest profiles.
Your own contract
The 30-day terms below are Zenoti’s published default. Your order form may say something different, so read it before you give notice.
Leaving Zenoti: the steps, in order
- 1
Sign in as Owner or Manager
Zenoti recommends those roles for exporting, at organization or center level depending on what you are pulling.
- 2
Export guests and appointments
Export Manage Guests to CSV, then the Appointments report across past and future dates. Expect large ranges to arrive by email.
- 3
Export sales and every liability report
Run Collections, Sales-Accrual and the four liability reports, so every balance a client holds goes with you.
- 4
Export services, products, stock and staff
Pull services, memberships, packages, products and price lists from Master Data, Current Stock from Reports, and the employee export.
- 5
Plan the records that do not bulk-export
Ask Zenoti Support to enable the Forms data export report (v2) for field-level form data. Save notes, forms and photos per guest. Visit and payment history export to PDF from the guest profile in windows of up to six months.
- 6
Arrange the stored card transfer
Zenoti stores processor tokens, not card numbers. To keep cards on file, request a “Stored card transfer” to your new processor.
- 7
Give notice, then use the 30-day window if you need it
Under the published terms, a written request within 30 days of termination gets one CSV export, delivered within 30 days, once fees are paid. After those 30 days Zenoti may delete the data.
🔗
You may not need to move everything. Workee can run alongside Zenoti.
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 Zenoti
Pricing cited from Zenoti’s own page, what it does better, and how the two run side by side.
Zenoti alternatives
The platforms med spas compare Zenoti with, and the reasons to stay.
Zenoti review
Every published price, where Zenoti 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 Zenoti: common questions
- Who owns my data in Zenoti?
You do. Zenoti’s published Terms and Conditions say the customer is and will remain the sole owner of all Customer Data. - Can Zenoti export my data after I leave?Under the published terms, yes, once: request it in writing within 30 days after termination and Zenoti delivers the most recent Customer Data as a CSV within 30 days. All outstanding fees must be paid, plus time-and-materials fees for the transfer. After the 30 days Zenoti has no obligation to keep the data.
- Why was my Zenoti report emailed instead of downloaded?Zenoti emails reports that cover more than a year or have more than 150,000 rows, to the address on your Zenoti profile.
- Do I have to leave Zenoti 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 Zenoti can stay. If you do move, Workee imports your client list from a spreadsheet, and has a dedicated import for the Zenoti guest export (XLSX).
Moving off a platform?
Talk it through with us.
Sources
- Zenoti — Backup your data. Accessed 18 October 2026.
- Zenoti — Terms and Conditions. Accessed 18 October 2026.
- Zenoti — Appointments: FAQ and troubleshooting. Accessed 18 October 2026.
- Zenoti — Report features. Accessed 18 October 2026.
- Zenoti — Forms data export report (v2). Accessed 18 October 2026.
- Zenoti — Track guest visits and payments over a specific period. Accessed 18 October 2026.
