Import Appointments

Are you moving to PracticeQ from another booking system and want to import your existing appointments? This is possible! 

Follow the steps below after you have completed the initial setup of the booking system in PracticeQ.

Export Appointments

• Export the appointments from your previous system to a CSV file. The mandatory columns that the file must have are as follows: 
  
  • Date (The dates must be in the following format: 2021-06-24 13:00 (YYYY-MM-DD TT:TT)
  • FirstName 
  • LastName 
  • Email 
  • Phone
  • Service
  • Location
  • Practitioner

Note: The service, location, and practitioner names need to match exactly to their names in the PracticeQ system for the import to work properly.

Import Appointments

• While signed in to your PracticeQ account, access the following URL: 
• https://intakeq.com/#/import-appointments

• Upload the CSV file where it is noted. 
• You will be shown a screen that reviews what our system has read from the file. 
• To complete the import, click the button labeled Import CSV File.