How To Export Customers from Booker
To export Customers/Patients from Booker, navigate to the Customers Tab. Select View all Customers and click Export to a CSV File, located on the left sidebar.
A new window will appear, letting you know that the export is in progress, click Ok. After the export is complete, you will receive an email alerting you that the customer export is ready for download.
Download the file by clicking on the first link in the Customer Export section.
How to Export Appointments from Booker
To export all past and future appointments, go to the Report Tab, click on the Export Icon, and select an Excel file format. The file will then export and download.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
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