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You have the ability to manually add and import appointments into the system via a .csv file upload. If you already have a list of appointments maintained somewhere and would like to upload these appointments at once without having to add them one at a time, you can bulk import your appointments.

To import contacts, follow the steps given below.

  1. Navigate to Appointments > Import Appointments.
    The Appointments page will be displayed.

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  2. Click Browse button to upload contacts.
    The standard Open dialog will be displayed.

  3. Select the file you wish to upload and click Open.
    Note: Upload CSV file only - The 1st row of the file should be a header row. 1st column is contact phone number, 2nd column is appt date/time, 3rd column is status.

    Note: NO spaces, dashes, or parentheses in phone numbers. Include country code in the number
    Appt date/time format: YYYY-MM-DD hh:mm AM/PM - EXAMPLE: 2018-09-25 12:30 PM
    Available statuses: Confirmed, Unconfirmed, Cancelled, Reschedule
    Please save your appointment settings before importing your appointments so that all statuses are saved.

The selected csv file will be uploaded.