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Meevo 2
M

Meevo 2

Millennium's cloud-based spa and salon management platform

Moderate difficulty8 min📄 CSV
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
💡

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
⚠️

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.

⚠️

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