Export Your Data downloads your Petboost records as CSV files. Open Billing, then open the export page. The breadcrumb reads Export Your Data. The page heading is Take your data with you.
This is an admin page. Exports do not delete records. Cancelling a subscription is a separate step.
Open the export page
Go to Billing
If you have an active subscription, select Cancel at the bottom of the page. That opens Export Your Data, it does not cancel yet
If you do not have an active subscription, select Export your data
You can also search Export Your Data in the command palette.
Download a CSV
Each card is one export. Some cards start a download at once. Others open a prepare dialog first.
Open the card you want
If the button is Download CSV, select it
If the button is Prepare Export, wait for the file, then select Download CSV
To get the same file again, select Download Again
The cards are:
Pets
Pet Owners
Services
Team Members
Resources
Packages
Package Credit Balances
All Past Appointments
Future Appointments
Future Recurring Bookings
Files open in Excel, Google Sheets, or any spreadsheet app.
Cancel the subscription after you export
If you still have a subscription, the export page also has Cancel. That opens the Stripe customer portal. Export first if you want a copy of your records.
While a paid plan is still active, the page lists What you'll lose access to. Calendar Lite still holds the records. Online bookings, payments, and automations pause when you drop off a paid plan.