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Export patient appointments
Export patient appointments

Get a spreadsheet that includes information about appointments that patients have booked.

Emily avatar
Written by Emily
Updated over a week ago

Not to be confused with the appointment types data export, the appointments export will give you a list of all appointments that have been booked during a given timeframe. You can select a day, a week, a month, or all of time—it's up to you! The spreadsheet that you get will include every detail about each appointment, such as the time it was created, who the practitioner was, whether the appointment was cancelled, and more. We'll walk you through how to do it below!

Export a list of patient appointments

Head to Settings, and then Data exports:

Under Data to export, select appointments:

Choose your date range (note that "Any time" to "Any time" will give you all appointments that have ever been created), and select the Export data button. When the export is ready, it will show up in the list of data exports:

Sometimes exports can take a long time, especially during "peak traffic" hours, and especially if there is a lot of information in the export. You don't need to wait around for the export to complete—it happens behind the scenes, so you can do other tasks in Cliniko while it's processing, and to make things easier, you can choose to receive an email to notify you when the export is completed!

When you download and open the export in a spreadsheet program such as Excel or Numbers, you'll see all the details about each appointment, including when it was created, what invoice number is linked to it, what category it falls into, and more:

This should be helpful if you want to drill into the details about your clinic's appointments!

If you want a "prettier" report, we'd recommend the appointments schedule report—this won't include as many details as the appointments export, but will have the basics, and will be a good way to get a quick, at-a-glance view of your day, week, or month.

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