Cloud appointment booking and client management for salons and spas
Log In to Timely
Open your browser and navigate to gettimely.com. Click "Log In" at the top and enter your business email and password. Timely is a fully cloud-based scheduling and client management platform.
You need Owner or Admin access in Timely to access the Reports section. Staff logins may have restricted access to client data exports.
Navigate to Reports
In the top navigation bar, click "Reports". The Timely reports hub will open with categories listed.
Find the Client Reports Section and Click Customer List
Within the Reports hub, look for a heading or category labeled "Customers" or "Clients". Under this section, click "Customer List" to open the client list report.
Review Filter Options (Optional)
The Customer List report gives you several filter options: you can filter by date range, location, staff member, client status, or VIP status. For a full MedMasters export, leave all filters at their defaults (no restrictions) so all clients are included — both active and inactive. Timely includes both by default.
Timely's Customer List is very comprehensive — it includes fields like last appointment date, total appointment count, weeks absent, and next appointment date out of the box. No additional configuration is needed.
Click the CSV Export Button
In the Customer List report view, look for a "(CSV)" link or "Export CSV" button near the top of the report. Click it. Timely will generate and download the CSV file directly to your computer. There is no waiting period — the download is instant.
Send to MedMasters
Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.
Do not email client data. Always use the secure MedMasters upload portal.