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Treatwell Pro

Booking and management platform popular across European salons

medspamedium~10 minCSV / ExcelOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full Treatwell Pro export guide as a PDF

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

Export Steps

1

Sign in to Treatwell Pro

Open connect.treatwell.com in a desktop browser. Use your venue admin credentials. Treatwell Pro replaces the legacy Salon-Iris-on-Treatwell flow.

2

Open Clients and Filter

Click "Clients" in the left sidebar. Use the filter to set status to "All" and date range to "All Time".

EHR Software
Clients
3

Export to CSV

Click the "Export" button at the top-right. Choose CSV format. The file downloads to your browser.

Tip:

For very large client lists, Treatwell may ask you to confirm by email — check your venue email if the export does not start within a minute.

4

Send via Secure Upload Link

Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.

Note:

Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.

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
Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Booking
Available
Active / InactiveREQ
Active
Available
Insurance vs Cash
N/A
Not available
Visit Count
Total Bookings
Available

Known Quirks

⚠️

European-focused — phone numbers may include +44, +33, +49 country codes.

⚠️

GDPR consent flags appear as separate columns — export them too if you intend to contact EU clients.

Pro Tips

💡

Treatwell tracks marketing-consent fields explicitly. Export only contacts with marketing-consent = true to stay compliant.

💡

Bookings sourced via the Treatwell marketplace and direct bookings are tagged differently — both count toward last_visit.

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.

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