MedMasters
All EHR Systems|Meevo 2
GlossaryBook Discovery CallBook Call
M

Meevo 2

Millennium's cloud-based spa and salon management platform

medspamedium~8 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full Meevo 2 export guide as a PDF

Print it. Share it with your office manager. Keep it for the next time. Free.

Export Steps

1

Log In to Meevo 2

Open your browser and go to app.meevo.com. Enter your admin email and password and click "Log In". Meevo 2 is fully cloud-based.

EHR Software
Home
Clients
Appointments
Sales
Reports
Marketing
Admin
Home
Clients
Appointments
Sales
Reports
Marketing
Admin Settings

Tip:

You need Admin or Owner access in Meevo 2 to run client reports and export data. Manager-level access may have restrictions.

2

Navigate to Reports

In the top navigation, click "Reports". The Meevo reports hub will open.

EHR Software
Reports
Reports (top navigation)
3

Select Client Reports

In the Reports hub, look for a "Clients" or "Client Activity" report category. Click on "Client List" or "Client Roster" to open the client report.

EHR Software
ReportsClientsClient List
Overview
Clients
Appointments
Sales
Gift Cards
Memberships
Marketing
Client List / Client Roster
4

Configure Filters

Set Client Status to "All" to include both active and inactive clients. You can also filter by location if your medspa has multiple locations. Set the date range to "All Time" if available. Click "Generate" or "View Report".

EHR Software
ReportsClientsClient List
All Clients
All Locations
All Time
Generate Report

Note:

Meevo 2 may time out for very large client lists. If it does, try filtering by location to export in smaller batches.

5

Export to CSV

Once the report loads, find the "Export" or "Download" button — usually in the top-right area of the report results. Click it and select "CSV". The file will download to your browser's download folder.

EHR Software
ReportsClientsClient List
First Name
Last Name
Mobile
Email
Status
Last Service Date
Visit Count
Home Location
Export CSV
6

Send to MedMasters

Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.

Note:

Never email client data. Always use the secure MedMasters upload portal.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Mobile Phone
Available
EmailREQ
Email Address
Available
Last Visit DateREQ
Last Service Date
Available
Active / InactiveREQ
Client Status
Available
Insurance vs Cash
N/A — Meevo does not track insurance
All clients are self-pay in the Meevo ecosystem
Not available
Visit Count
Visit Count / Total Appointments
Available

Known Quirks

⚠️

Meevo 2 uses "Last Service Date" instead of "Last Visit" — same data, different label

⚠️

Meevo is a spa/salon platform — no insurance payer tracking is available

⚠️

Very large client databases may require location-based batch exports to avoid timeouts

Pro Tips

💡

Meevo 2 is used by high-volume medspas and chains — the export handles large client lists well

💡

The "Home Location" field in the export is useful for multi-location practices to segment marketing campaigns

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

Want this turned into bookings?

MedMasters Reactivation runs the entire patient outreach for you — fully managed, fully compliant.

Book Discovery Call