Practice Better allows you to export your client contact information as a spreadsheet, which you can then import into an external email marketing tool to send campaigns to your client list.
In this article:
- Before You Export: Marketing Consent
- Exporting Contact Information from Practice Better
- Importing Your List into an Email Marketing Tool
Before You Export: Marketing Consent
Before exporting and uploading your client list to any external email marketing platform, it's essential to confirm that you have explicit marketing consent from the clients you plan to contact. Sending marketing emails to someone who hasn't opted in can damage your sender reputation and may violate applicable privacy laws.
⚠️ Important: Only export and import contacts who have given explicit consent to receive marketing emails from you. This is separate from the consent clients give when booking a session or signing an intake form — marketing consent must be collected specifically.
There are two ways to collect marketing consent inside Practice Better:
- Using a Disclaimer — add a marketing consent checkbox to your client-facing booking or onboarding flow. Learn more about Disclaimers →
- Using a Custom Form — include a marketing consent question in an intake or onboarding form. Learn more about Forms →
💡 If you haven't collected marketing consent from existing clients yet, consider sending them a direct opt-in invitation through your email marketing tool — for example, a Flodesk opt-in form link shared through Practice Better's Message Broadcast — rather than importing them directly.
Exporting Contact Information from Practice Better
Once you've confirmed consent, exporting your client list takes just a few steps.
- Go to My Clients.
- Click the Fast Action Button (the + button in the bottom-right corner).
- Select Export contact information.
- A spreadsheet containing your clients' first names, last names, and email addresses will be generated and downloaded to your device.
📍 Note: The exported spreadsheet includes basic contact fields — first name, last name, and email. Review the file before importing to ensure only consented contacts are included.
Importing Your List into an Email Marketing Tool
Once exported, your spreadsheet can be imported into most email marketing platforms. Some tools that Practice Better users commonly connect with include Flodesk, ActiveCampaign, and Mailchimp.
💡 If you're using Flodesk, you can also connect it to Practice Better through Zapier to automatically sync new clients to your email list — no manual export required.
Learn more about Connecting Practice Better with Flodesk →
Each email marketing platform handles imports a little differently. Refer to your platform's help documentation for specific import steps.
📍 Note: The Zapier integration with Practice Better is available on the Professional plan and above.
Learn more about Integrating Practice Better with Zapier →
Prefer to stay within Practice Better?
If you'd like to send a message to multiple clients without using an external tool, the Message Broadcast feature — available on the Plus plan and above — lets you send emails or direct messages to your client list directly from Practice Better.