How to use and read Appointments reporting

Easily generate your appointments report to monitor activity, view invoices, and export data.

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Instructions

  1. Go to Reports, then Appointments
  2. Select your preferred Date range, Practitioners, etc.
  3. Click the Generate report button
  4. Optionally, click Download CSV or Download PDF to export the data

Notes: Click an appointment's Date to view its Invoice, Treatment Notes, and Client File.


Video Guide


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