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GlossGenius

All-in-one booking and business platform for beauty and wellness

medspaeasy~5 minCSVOfficial Docs ↗Last verified May 4, 2026

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The full GlossGenius export guide as a PDF

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Export Steps

1

Log In to GlossGenius

Open your browser and go to dashboard.glossgenius.com. Log in with your business email and password.

EHR Software
Dashboard
Clients
Appointments
Payments
Reports
Marketing
Settings
Dashboard
Clients
Calendar
Payments
Reports
Marketing
Settings

Tip:

GlossGenius is primarily a mobile-first platform, but data exports are only available through the web dashboard at dashboard.glossgenius.com — not in the mobile app.

2

Select "Clients" from the Side Menu

In the left side menu, click "Clients". This opens your full client list.

EHR Software
Clients
Name
Phone
Email
Status
Last Appointment
Total Appointments
•••
Add Client
3

Tap the Three Dots (•••) in the Top-Right Corner

In the top-right corner of the Clients page, look for three dots (•••). Click or tap them. A dropdown menu will appear with options including "Export Clients".

EHR Software
Clients
Name
Phone
Email
Status
Last Appointment
Total Appointments
Export Clients
4

Choose "Export Clients"

From the three-dot dropdown menu, select "Export Clients". GlossGenius will generate a CSV of all your clients and either download it immediately or offer the option to have it emailed to you.

EHR Software
Export Clients (in ••• dropdown)

Note:

Make sure all status filters are cleared before exporting, or inactive clients may be excluded from the file.

Tip:

If prompted, you can choose between downloading the CSV directly or having it emailed to your account email address.

5

Send to MedMasters

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

Note:

Do not 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
Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Appointment
Available
Active / InactiveREQ
Client Status
Available
Insurance vs Cash
Not applicable — GlossGenius is self-pay only
GlossGenius has no insurance functionality
Not available
Visit Count
Total Appointments
Available

Known Quirks

⚠️

GlossGenius is primarily a mobile app — exports must be done from the web dashboard, not the mobile app

⚠️

GlossGenius is used by solo estheticians and small medspas — client lists are typically smaller but well-organized

⚠️

No insurance tracking — all clients in GlossGenius are self-pay

Pro Tips

💡

GlossGenius has one of the simplest export flows — the entire process takes under 5 minutes

💡

The web dashboard has features not available in the mobile app — always use dashboard.glossgenius.com for data management

Google Calendar Integration

Sync type: two way

1

Log In to the Web Dashboard

Open dashboard.glossgenius.com in a browser and log in with your GlossGenius credentials.

2

Navigate to Two-Way Calendar Sync

Go to Settings → Personal → My Preferences → Two-Way Calendar Sync.

3

Connect Your Google Account

Follow the on-screen prompts to connect your Google Calendar account. Grant GlossGenius the requested permissions.

4

Configure and Save

Review the sync settings (which direction to sync, which calendars to include) and save your preferences.

5

Verify the Integration

Create a test appointment in GlossGenius and confirm it appears in your Google Calendar. Add a personal Google event and verify it blocks your availability in GlossGenius.

Two-way sync: GlossGenius bookings appear in Google Calendar, and personal Google events block your GlossGenius availability.

Setup must be done from the web dashboard at dashboard.glossgenius.com — the feature is not available in the mobile app.

For teams: calendar permissions can be managed per staff member under Settings → My Squad → Manage Team and Permissions.

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?

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