As part of my booking process my clients have to answer some screening questions about their general health.
I would like to be able to download these questions from my website so I can store them against my client information packs. I can see these answers on their booking but I can't see a way of downloading their answers - just their name and email address.
Apologies for replying late, we are not working on weekends.
There is a possibility of Exporting appointments to a CSV file for a selected date range in Amelia. In the export file custom fields can also be presented. You are choosing information that you want to export in the file. Please look at the attachments. Note that all custom fields will be in one field in the file.
If you have any further questions or concerns feel free to ask,
As part of my booking process my clients have to answer some screening questions about their general health.
I would like to be able to download these questions from my website so I can store them against my client information packs. I can see these answers on their booking but I can't see a way of downloading their answers - just their name and email address.
Is there a way of doing this?
Hello Nicola,
Apologies for replying late, we are not working on weekends.
There is a possibility of Exporting appointments to a CSV file for a selected date range in Amelia. In the export file custom fields can also be presented. You are choosing information that you want to export in the file. Please look at the attachments. Note that all custom fields will be in one field in the file.
If you have any further questions or concerns feel free to ask,