Importing From Schedulicity to Juvonno

Mary Jane -

Follow along to export from Schedulicity to Juvonno.

 

Exporting Patients from Schedulicity

Export as much patient details as possible.

  • Log in to your Schedulicty website.
  • Click on My Business
  • Click on Settings
  • Click on Complete Client List
  • Export to Excel
  • Save to your local computer.

 

Exporting Appointments Schedulicity

Export as much appointment details as possible.

  • Log in to your Schedulicty website.
  • Click on My Business
  • Click on Reports
  • From the settings panel click on Schedule by Provider
  • Adjust the staff and date range of appointments
  • Export to Excel
  • Save to your local computer.

 

Appointment data may only be exported by one practitioner at a time. In this case it would be best to export each practitioner and then upload their data to the correct Juvonno appointment import template.

If the export times out, break down the appointment exports into smaller date ranges.

Be sure to export all past and future appointments.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.