Exporting the Appointments

You can export the appointments you have with your clients into a CSV file and keep it.

How to export Appointments

  1. Click on “Clients” from the main menu.
  2. Click on “Appointments“.
  3. Select the appointments you want to export by clicking on the checkbox next to each appointment.
  4. Click on the “Export” button below the appointments.
    • The system will open a new screen to select export options.
  5. Select the fields you want to export using the “Fields” button.
  6. Choose the order of the appointments from the dropdown menu “Order By“, either by newest date first or oldest date first.
  7. Choose the file format as needed from the menu “File Type“.
  8. Click on the “Export” button.
  • The file will be downloaded in the format you selected.