The Download function provides a way to download and/or print a PDF or CSV list of the Schedule for reference. You can add filters that will help you to download only the services you need.
How Do I Download a PDF or CSV List of Services from the Schedule?
Navigation: Scheduler > Schedule > List or Column View
Step 1
From the Schedule:
- Set your filters to create a list of the required services.
- Select "PDF" or "CSV" (from the button bar).
- A PDF or CSV file is downloaded to your device (see bottom of the browser to open file).
Step 2
- Open the PDF file (see instructions in the bottom of the browser) or import the CSV into a spreadsheet such as Excel.
- The list of services includes date, time, client ref, visit type and staff assigned.
Note: The process is the same for any view of the Schedule (List View, Column View, Compact View).
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