Exporting the Appointments
You can export the appointments you have with your clients into a CSV file and keep it.
How to export Appointments
- Click on “Clients” from the main menu.
- Click on “Appointments“.
- Select the appointments you want to export by clicking on the checkbox next to each appointment.
- Click on the “Export” button below the appointments.
- The system will open a new screen to select export options.
- Select the fields you want to export using the “Fields” button.
- Choose the order of the appointments from the dropdown menu “Order By“, either by newest date first or oldest date first.
- Choose the file format as needed from the menu “File Type“.
- Click on the “Export” button.
- The file will be downloaded in the format you selected.