Appointments Beta - Exporting appointments to csv for payroll

How to track your staff payroll for appointments using the Beta Appointment system.

Written by Barry Pepper
Updated over a week ago

As part of the BETA portion of the New appointment system the Payroll records in the Payroll app will NOT update with appointment info from the new system. (It will in the future)

For now you will need to use the Download/Export function to view appointments by date in a csv file for payroll tracking.

1. Start by going to your Appointments Beta Page

Start by going to your Appointments Beta Page

2. Select the Export Payroll Icon

Select the Export Payroll Icon

3. Choose the dates your would like to export or set custom dates

Choose the dates your would like to export or set custom dates

4. Click on Download

Click on Download

5. You can now view the downloaded .csv file to see appointment data.

You can now view the downloaded .csv file to see appointment data.

6. You can now either manually send info to your payroll provider or go to PushPress Payroll app and enter the amounts as Misc. Items at bottom of Outstanding items