Export Appointment History

(View all tutorials)

Oftentimes, exporting appointment history into a format that is compatible with common spreadsheet programs such as Microsoft Excel and Google Sheets is useful.

For example, robust analysis or reporting can be readily achieved, or data can be massaged for import into another system such as a customer relationship management (CRM) system.

Schedule a Demo

Ask a Question

Instructions

1. Select the Bookings button in the main navigation bar.

2. Select the Client Requests tab, then the All view, then click the Export button.

3. A file containing your entire appointment history will automatically download.

4. Open this file using any common spreadsheet program such as Microsoft Excel.