You own your data. ApptOnly's export lets you download everything in your account as a single zip file at any time. Useful when you want a backup, when your CPA asks for a transaction history, or when you want to leave ApptOnly without losing the years of records you have built up.
What's in an export
The zip contains a folder of CSV files, one per record type:
- Clients — every client record, including contact info, tags, and lifetime stats.
- Bookings — every appointment (past and future), with the service, client, time, status, and price.
- Services — your service catalog as currently configured.
- Payments — every transaction processed through ApptOnly, including deposits, full charges, tips, and refunds.
- Intake responses — every form submission, linked to the client and the booking it belongs to.
- Communication log — every email and SMS ApptOnly has sent on your behalf.
A short README in the root of the zip describes each file and the columns inside.
How to trigger an export
From the dashboard, go to Settings, Account, Export your data. Click Export. The export generates and downloads as a zip file. Larger accounts may take 30 to 60 seconds to compile.
The download includes everything in your account, so you can open the CSVs in Excel, Google Sheets, or any spreadsheet tool. The format is plain CSV with UTF-8 encoding.
What to do with it
Two common patterns:
Backup. Drop the zip in your cloud storage of choice (Drive, Dropbox, iCloud) once a month. It is the lightest insurance policy you can have.
CPA package. The payments and bookings CSVs are usually what a CPA actually needs at tax time. You can hand them the export directly or pull just the date range they asked about.
What an export does not include
A few things that are not part of the standard data export:
- The raw files attached to intake responses. If a client uploaded a doc, that file lives on its own; the CSV includes a reference but not the binary.
- The PDFs of past receipts. These can be regenerated by opening any payment in your dashboard.
- Your account billing history with ApptOnly itself. That lives in your Stripe billing portal (Settings, Billing, Open billing portal).
Privacy
The export is a one-time download triggered by you. It is not stored on a server you can return to later; if you need the file again, you trigger a new export. This is intentional: long-lived export URLs are a security risk, and the export contains every email address and phone number in your business.
Importing into something else
ApptOnly's export format is plain CSV, not a proprietary archive, so you can import the relevant pieces into any other tool that accepts CSV. The client list usually transfers cleanly. Booking history is more idiosyncratic; whether another tool can ingest your booking CSV depends on their importer.