- Log in to your Acuity account
- Go to Appointments, then Import / Export
- Click the Export Client list button, and export the file in CSV format
- Go back to the Import / Export tool, then click Export Appointments & Forms to Excel
- 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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