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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition


This feature allows a quick export of all your Visible Bookings directly from the Appointments tab in your SSA Admin page.

Potential Use Cases:

  • Use the CSV file in Excel to analyze appointment data
  • Import it to your CRM or Client Management Tool

If you’d like to export ALL of your bookings, please visit our other guide on exporting all bookings to CSV.

Exporting Visible Bookings

Any appointments that are loaded on your screen will be exported.

You could potentially add Filters or Load More Appointments, either way all the ones that are visible on the page will be exported.

Exporting example

Let’s say I only wanted to export bookings in the Past Appointments view for my Video Call Appointment Type.

  1. First I’d change the Appointments View to Past Appointments.
Using the Views dropdown in the SSA Appointments Tab
Using the Views dropdown

2. Then, I’d go to the Filter and choose Video Call from the Appointment Type dropdown and only select Booked from the Appointment Status dropdown.

Adding filters before exporting to CSV
Using the Filters on the Past Appointments View

3. Now, I can use the Export button to create a CSV of all the Visible Past Appointments for my Booked Video Calls.

Use the Export button once you've filtered the booking you're looking for to create a CSV file of your visible appointments
Use the Export button once you’ve filtered the booking you’re looking for

What’s Included in the CSV File

When you select the Export option, a file called appointments.csv is created and downloaded onto your browser. From there you could download that file to your computer.

Each row of the CSV represents an appointment. Here is a list of the included columns:

  • ID
  • Start Date
  • Start Time
  • End Date
  • End Time
  • Appointment Type
  • Status
  • Customer Timezone
  • Date Created
  • Payment Method
  • Payment Amount
  • Edit Link
  • Team Member(s)
  • Name
  • Email
  • Fields: One column for each field (Paid Edition Customers will also see their custom fields in each column)

Settings That Affect Visible Bookings

Appointment View

  • Upcoming Appointments: All Today and future appointments
  • Past Appointments: All Past Appointments
  • Date Range: Choose a Start and End Date to view appointments inside that range
Using the Views dropdown in the SSA Appointments Tab
Using the Views dropdown


  • Appointment Types: Choose one or more
  • Appointment Status: Choose one or more
    • Booked
    • Cancelled
    • Pending Payment
    • Pending Form Submission
    • Abandoned
Appointment tab filters that affect Visible Appointments
Using the Booking Status dropdown

Load More Appointments

Shows older appointments (Located at the end of the Appointments list)

Load More Appointments button glowing green to indicate more unloaded appointments in the Appointments tab

Still stuck?

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