- Log in to your Schedulicity account
- Go to the My Business page, then click Settings
- There, you will have the option to download your client list in an Excel file
- After downloading, go back to the My Business page, then Reports
- From the settings panel, select Schedule by Provider / Instructor
- The exporter will appear, then choose your preferred staff and date range
- Schedulicity can only export one practitioner at a time, so you will need to download one file for each person's schedule
- From the email address associated with your account, send the files to support@clincsense.com, as an attachment
- Generally, it takes 1 business day to complete the import
Notes
- Clients list imports are free-of-charge
- For annual subscribers, all other imports are also free
- For monthly subscribers, please email support@clincsense.com for import pricing
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