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PatientNow Essentials/EnvisionNow: Importing from Zenoti

Importing from Zenoti

Disclaimer: We have created this guide through our experience with our customers importing from different software providers. If you have any difficulty while retrieving your data, it is best to reach out directly to your current software provider for assistance.

Exporting your Data from Zenoti

Client List

  1. Navigate to Guests > Manage Guests.

  2. Select the export to CSV icon.

Employee List

  1. Navigate to Employee > Employees.

  2. Select the export to CSV icon.

Retail Products

  1. Navigate to Reports and search for the Current Stock report.

  2. Open the report and click the export to CSV icon.

Services

  1. Navigate to Master Data > Services.

  2. On the Manage Services page, click the export to excel or export to CSV icon.

Gift Cards

  1. Navigate to Reports and search for the Gift Cards Liability report.

  2. Open the report and click the export icon or export to CSV icon.

Future Appointments

  1. Navigate to Reports and search for the Appointments report.

  2. Open the report and select the export to CSV icon

For step-by-step instructions on how to export your data from Zenoti, you can refer to this Backup Your Data guide. To learn more about what we can import and how to prepare your data, check out this article.

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