Exporting From Acuity Scheduling

Follow along to export from Acuity Scheduling software.

Exporting Patients from Acuity

Navigate to the Appointments > Import/Export section. Then click on the button that says ‘Export Client List to Excel’. Use the drop-down list to limit the number of clients exported by when their last appointment was.

• Client Name
• Client Email
• Client Phone #
• Notes
• Days since last appointment

Exporting Appointments

Navigate to Appointments > Import/Export section. Then click on ‘Export Appointments & Forms to Excel’. Choose from the following options before exporting to CSV.

• Chose date range
• Include canceled appointments
• Include intake forms

Finish by clicking on ‘Export Appointment to Excel’ and the file will download as a CSV file.