Export and your data

You can download every booking as a spreadsheet from Settings. Only owners see this card. TapBook has no button to delete your bookings or close the business.

1. Open Settings. The title is Settings.
2. Find the card Your data.
3. Its line says Download every booking, with each customer's details and answers, as a spreadsheet file (CSV). It opens in Excel and Numbers.
4. Choose Export bookings.

The file is named with your booking page address, then bookings, then the date as year-month-day. The newest booking is first. Dates and times are in that booking's location, as day/month/year.

Staff do not have Settings, so they cannot download it.

One row is one booking. The columns are:

1. Received, the day and time the booking arrived.
2. Type: Booking, Quote request, Call-back or Enquiry.
3. Status: New, Confirmed, Quoted, Completed, Cancelled or No-show.
4. Service, the service name.
5. Extras, each extra's name, and how many when the customer added more than one.
6. Date and Time, filled in when the booking has a time, and left empty when it does not.
7. Team member, the person or bay, when one was chosen.
8. Location.
9. Source: Google, Booking link, Website form, Website button, AI call or Added by staff.
10. Customer, Mobile and Email.
11. Answers, each question and what the customer entered, as the question, a colon, then the answer.
12. Reference, the booking's id.

A cell that starts with =, +, - or @ is given a leading apostrophe, so Excel and Numbers show what the customer typed instead of treating it as a formula.

There is no delete button on Your data, or anywhere else in Settings. Email hello@tapbook.au and say what you want done with the bookings.

If you cancel in Billing, the page says your bookings, customers and settings are kept. After the plan ends, the booking page shows your phone number instead of the form, and only owners can log in. See Plans and billing.

The same line, that bookings, customers and settings are all kept, is what Billing says when payments failed, the plan ended, or the free pilot ended.

Open Settings as an owner. Staff do not have this page. On a phone, Settings is under More.

The file still has the column headings. Rows appear after the first booking. Until then the inbox says No bookings yet.

That booking's answer or name began with =, +, - or @. The apostrophe is there so the spreadsheet does not run it. The customer's words are the rest of the cell.