Exporting upcoming sessions for a specific appointment type

Hi! Is there a way to export all upcoming sessions for a specific appointment type over a particular date range?

For example, to export a list of clients who have an assessment over the upcoming month?

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Hey Emma,

The only way to do that would be through a data export. You’ll want to export appointments (Filtered by date range) from Settings → Data & docs → Data Exports

Once you have that, you can then open the export in excel to do a bit more filtering by appointment type and practitioner.

Keep in mind as well that you’ll need to be an administrator to do a data export!

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Cheers Jim!

Kind regards,

Emma C

Operations Support Coordinator | The Brain Train Co


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