Importing From Click4Time to Juvonno

Mary Jane -

 

Follow along to export from Click4Time to Juvonno.

When exporting a report, be sure to click on the CSV file format at the top of the report to download to your local computer.

 

Exporting Customers from Click4Time

Use the reports section of the software to export your customers into a CSV file.

Use this article under the client details section to find out what to include when exporting your patients in a single report.

 

Exporting Patient Notes from Click4Time

Use the reports section of the software to export your customers into a CSV file.

Use this article under the client details section to find out what to include when exporting your patients in a single report.

When this report is exported, use the notes column in the sheet to import to the Juvonno patient's notes import template.

 

Exporting Appointments from Click4Time

Click4Time is able to export appointments to the correct date but not able to export the time at which the appointments are to occur. In this case export the data first, translate on to the Juvonno appointment import template and manually enter the times of the appointments with the duration in minutes.

  • Use the Calendar Print - continuous report under the reports section.
  • Set the report start/end date (yyyy-mm-dd)
  • Choose all services
  • If your clinic has multiple locations, choose the company. You may need to complete multiple exports if you have multiple locations.
  • Select a sort option.

For more information click here.

 

Export Billing Data from Click4Time

Use the Sales report - Appointment Summary and the Invoice Summary to pull the correct billing information for import.

 

Export Products and Services from Click4Time

Use the Sales report - product to export all products that have been sold to a customer.

  • Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  • If you operate multiple locations, choose a company.
  • Choose a Sort Option.
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