- Log in to your Genbook account
- At the top right of the page, click the export button to download your clients list as a CSV file
- Optional: Because Genbook doesn’t have a calendar export feature, you may want to contact Genbook support to request your appointments list as a CSV file
- From the email address associated with your account, send the file(s) 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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