It is always interesting to export appointment information in order to learn more about the appointments booked, from the appointment status to the answers to the surveys. Booxi allows to get all this information by exporting appointment reports.
To export your appointment report as a .csv file, follow these steps:
Go to Calendar Tab
Click on the More option icon on the upper right side of the screen
Click on Appointment Report
In the panel, update the information you would like to export:
Start date of the appointments
The personnel assigned to the appointments
You can select a specific personnel or display appointments for all personnel
Deleted personnel will not be displayed in the list
Exclude canceled appointments or no-show
Detailed report
The detailed report adds customer's information (birthdate, gender...), client requests, quick notes and resources if any associated to the appointment.
Click on “Export”
Once the report is available, click on “Click here to download the report”, a .csv file will be generated
⚠️Important notes
You need an Admin access to export a report.
You need to import the .csv file if you want to open it. Please refer to your software instructions to open .csv files.
Appointments assigned to deleted staffs will be displayed in the appointment report.