How to export clients

To export your Clients from Square:

1. Sign in to your Square dashboard
2. Go to your Customer Directory
3. Click on the Export Customers button (or click Import/Export, the Export Customers)
4. Select All Customers
5. Click the Export button
6. Once the Export report is complete, click the Download button

Email the downloaded file to support@clinicsense.com and we should be able to complete the import in one business day.

How to export appointments

From the dashboard click on the Appointments icon.

From the Appointments page, click on 1) Settings and then 2) History.

On the History page, click the Export button to the right.

Email the downloaded file to support@clinicsense.com and we should be able to complete the import in two to three business days.