Export Appointments to CSV

Export a list of appointments to a CSV file that can be opened in a spreadsheet application, such as Excel.

To export a list of appointments to CSV (or Excel), follow the steps below:

1. Click Lists → Appointments.
2. Enter your search filters. You have several options:
   1. Practitioner
   2. Date
   3. Status
   4. Client
   5. Service
   6. Location
   7. Invoice
   8. Resource
   9. Tag
3. Click Search.
4. Click Export → Export to CSV.
5. The CSV file will save to your Downloads folder.

If you need to export a list of appointments for a single client, read Per-Client Appointment Summary.