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. If the export times out, break down the appointment exports into smaller date ranges. Be sure to export all past and future appointments.
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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