You can export all messages for all clients at once, or export all messages from individual clients.

1. Export all messages from the Messages section or all messages from individual clients in the People section.
   1. • From the Messages section: Click the CSV button at the top of the page.
        
         
      • From the People section: Click the Messages icon on the Client Profile Card, then click the CSV button at the top of the messages list.
2. Click the OK button on the Export Requested pop-up box.
   
    
3. Click on the Exports tab in the Documents section.
4. Click the Download button to download the messages.

   NOTE: Click the Delete button to remove the messages from the exports list.

   

 [Back to Top]

 

You can export Outstanding Payment Requests and Payment History from the Payments section.

1. Click the CSV button at the top of the Outstanding Payment Requests tab, or click the CSV button at the top of the Payment History tab to export each payment list.
    
2. Click the OK button on the Export Requested pop-up box.
   
    
3. Click on the Exports tab in the Documents section.
4. Click the Download button to download the payments.

   NOTE: Click the Delete button to remove the payments from the exports list.

   
    

[Back to Top]

 

You can export profiles from the My Clients, All Clients, Providers, Owners, Manages and Colleagues tabs in the Profiles section.

1. Select the appropriate tab, then click the Export Profiles button to export those profiles.
   
    
2. Click the OK button on the Export Requested pop-up box.
   
    
3. Click on the Exports tab in the Documents section.
4. Click the Download button to download the profiles.

   NOTE: Click the Delete button to remove the profiles from the exports list.

   

[Back to Top]


 

Export Appointments from the Scheduling section.

1. Click the CSV button at the top of the schedule. 
   
    
2. Enter a Start and End for the appointment date range you want to export.
3. Click the Start button.
   
    
4. Click the OK button on the Export Requested pop-up box. 
   
    
5. Click on the Exports tab in the Documents section.
6. Click the Download button to download the appointments.

   NOTE: Click the Delete button to remove the appointments from the exports list.

   

[Back to Top]

 

Export Notes from the Profiles section. Only signed notes will be exported.

1. Select the appropriate tab, then click the Export Notes button.
   
    
2. Click the OK button on the Export Requested pop-up box.
   
    
3. Click on the Exports tab in the Documents section.
4. Click the Download button to download the notes.

   NOTE: Click the Delete button to remove the notes from the exports list.

   

[Back to Top]

 

Export Documents from the Documents section.

1. Click the Export Documents button at the top of the Owned by Me and Shared with Me tabs to export each document list.
   
    
2. Click the OK button on the Export Requested pop-up box.
   
3. Click on the Exports tab in the Documents section.
4. Click the Download button to download the documents.

   NOTE: Click the Delete button to remove the documents from the exports list.

   

[Back to Top]