1. Click on Analytics on the top of the screen 
  2. Click on “Appointments” on the left side ( A second menu comes up below → Click Appointments again)
  3. Report type: Appointments 
  4. Select date range 
  5. Select any other details like provider, location, etc. 
  6. Click on NEXT at the bottom of the screen 
  7. Export as an XLS file 
  8. Open in Excel / Google Sheets 
  9. SPLIT First name and Last name (instructions
  10. Save as CSV 
  11. Upload to Klara 


Upload to Klara following these steps

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