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Exporting Appointment Data

If you want to export a list of all of the appointments in Apptoto since beginning to use Apptoto, follow these simple steps:

1. Open the “Tools”>“Reports” tab of your account

2. Then, under the “Dates” field of the “Appointments” section, select the “All Time” option

3. Click the “Fields” dropdown to the right, and select all of the relevant information that you’d like to include in the export

Field options you can choose to export

4. If you used any custom fields in your events and need to include that in the report, be sure to select the “Add Custom Field” option – this step will need to be repeated for each custom field you would like to include in the export

How to export your custom fields from apptoto

apptoto report custom field name

5. Click the “Export Now (.csv)” button

6. You can then have a copy of that export emailed to you when it is complete – just specify where you’d like that report sent here,

or you can wait for the service to finish exporting that report for download directly through your account portal.