Downloading the Schedule as a CSV

1. Navigate to the Schedule Section

• Click on Schedule from the left-side navigation panel.

2. Download the CSV File

• Click the Download CSV button located at the top right of the screen.

3. Select Filters for the CSV Export

• Staff Member: Filter by specific Staff Member.

• Client: Filter by specific clients.

• Event Type: Filter by specific event types.

• Event Status: Filter by specific Event Status.

• Start Date and End Date: Set the date range for which you want to download Appointments.

• Flagged: Filter by specific Flags.

4. Confirm and Save

• The CSV file will be automatically generated and downloaded to your device.

5. Review the Downloaded File

• Open the downloaded CSV file to review the schedule details.