| *Note: These instructions were created using information gathered from the vendor and its publicly available resources. This information may differ from the exact exportation process. If you experience any difficulties exporting your data, please contact the vendor directly. |
How To Export Patients from Schedulicity
Log in to your Schedulicty website and click My Business > Settings > Complete Client List.
Export to Excel and save to your local computer.
How to Export Appointments from Schedulicity
Log in to your Schedulicty website. Click My Business > Reports.
From Settings click Schedule by Provider and adjust the staff and date range of appointments.
Export to Excel and save to your local computer.
Appointment data may only be exported one practitioner at a time. Therefore, it would be best to export each practitioner and upload the data to the correct Juvonno appointment import template.
If the export times out, break down the appointment exports into smaller date ranges.
Be sure to export all past and future appointments.
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