Export Appointment Lists

How to export your appointment list from Pocket PA

Caro Syson avatar
Written by Caro Syson
Updated over a week ago

You can export your Appointment list for any particular date range in different formats: in Excel, PDF, and CSV.

Start in the Calendar Screen

  • First select the TO and FROM dates that you wish to export the information for (e.g. week, month or custom dates, etc.).

  • Next click on the format you need to export.

  • That information will then download to your computer or mobile phone where you can then open it and check and sort the information.

You can also get your appointments sent to you automatically each week or month. To find out how Click here.

PROTIP: PDF files are not editable or sortable and just look good for printing and record-keeping! So if you want to sort through your information and move columns etc, we suggest you download it in excel or CSV.

Did this answer your question?