Per Client Appointment Summary

PracticeQ allows you to export a per-client summary of appointments that shows information such as the total number of appointments, the last appointment date, and total amount paid.

Create the Export

1. Click Lists → Appointments.
2. Click Export → Per Client Summary.
3. Choose if you would like to include missed and future appointments in the export.
4. Click Export.
5. The CSV file will save to your Downloads folder.

Export Contents

The following fields will be included in the output CSV file regardless of the filters you included in your search: