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Rosy Salon Software
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Rosy Salon Software

Cloud salon and spa management with strong client reporting

Easy difficulty5 min📄 CSV / Excel
1

Log In to Rosy

Open your browser and navigate to rosysalonsoftware.com and click "Log In", or go directly to app.rosysalonsoftware.com. Enter your owner or manager email and password. Rosy is fully cloud-based.

EHR Software
Dashboard
Appointments
Clients
Services
Reports
Marketing
Settings
Dashboard
Appointments
Clients
Staff
Services
Reports
Marketing
Settings
💡

You need Owner or Manager access in Rosy to access the Reports section and export client data. Staff logins may not have report permissions.

2

Navigate to Reports

In the top navigation or left sidebar, click "Reports". The Rosy reports center will open with categories on the left.

EHR Software
Reports
Reports (navigation)
3

Select the Client Report

In the Reports section, look for the "Clients" category in the left panel. Click it, then select "Client Report" or "Client List" from the available options.

EHR Software
ReportsClientsClient Report
Overview
Appointments
Clients
Staff
Services
Financial
Marketing
Reports → Clients → Client Report
4

Configure Report Filters

On the Client Report screen, set Client Status to "All Clients" to include both active and inactive clients. Set the date range to "All Time" or leave it open. If your salon/medspa has multiple locations, you can leave Location set to "All Locations" for a consolidated export. Click "Run" to execute the report.

EHR Software
ReportsClientsClient Report
All Clients
All Time
All Locations
Run
💡

Rosy refers to patients as "clients" throughout the platform — this is standard spa/salon terminology.

5

Export to Excel / CSV

Once the report generates and loads in the results area, look for the "Export to Excel" or "Export CSV" button at the top of the results. Click it. The file will download to your computer.

EHR Software
ReportsClientsClient Report
First Name
Last Name
Phone
Email
Status
Last Visit
Total Visits
Total Spend
Export to Excel
Export CSV
6

Send to MedMasters

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

⚠️

Do not email client data. Always use the secure MedMasters upload portal.