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Importing Appointments

Importing Appointments

Owned by Elvin Li Kam Wa (Deactivated)
Last updated: May 04, 2020
1 min read

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.

     

  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.