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Exporting Appointment Data

If you are downloading this data as a result of canceling your account subscription, please follow these steps carefully, as your ACCOUNT DATA WILL BE PERMANENTLY DELETED 7 DAYS AFTER YOUR CANCELLATION

If you want to export a list of all of the appointments in Apptoto since beginning to use Apptoto, follow these simple steps:

1. Open the “Tools”>“Reports” tab of your account.

2. Find the “Choose Report” dropdown and select “Appointments.”

Exporting a list of appointments can be done via Apptoto's Tools>Reports tab

3. Then, under the “Dates” field of the “Appointments” section, select the “All Time” option.

Choose the time range of appointment data your want to export

4. Click the “Fields” dropdown to the right, and select all of the relevant information that you’d like to include in the export.

Field options you can choose to export

5. If you used any custom fields in your events and need to include that in the report, be sure to select the “Add Custom Field” option – this step will need to be repeated for each custom field you would like to include in the export.

How to export your custom fields from apptoto
apptoto report custom field name

This step will need to be repeated for each separate custom field you need included on your report

6. Click the “Export Now (.csv)” button.

7.Wait for Apptoto to finish exporting the report and download it directly through your account portal.

Successful report download providing information on Appointments for all time.