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 #
- Days since last appointment
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.