CMS Appointment Import
Please select a file to import.
  


For importing appointments into CMS please arrange the data as follows:



Fields:

NoNameDescription
ClientBranchProductIDUnique identifier in CMS for the client, branch and product combination. Can be found on the Client Product Details screen for the client.
AttendanceTypeIDAppointment type identifier.
AttendanceSubTypeIDAppointment sub type. Leave this blank if none defined.
ConsultantIDUser identifier for the attending consultant.
AppointmentStageIndicates if the appointment is open or closed. Valid values are "Appointment" for an open appointment and "Authorised" for a closed appointment.
AttendanceDateDate on which this appointment occurs. May not be prior to the start of the current month.
AttendanceTimeTime of day for the appointment.
DurationLength of the appointment in minutes - 90 would mean one and a half hours.
EmployeeParticularsText description. May not contain new line (enter) characters. Please type in "\n" for new line characters.
ClientSatisfactionRating1 = Client is satisfied with our service, 2 = There is a concern with this client.
ClientSatisfactionCommentText description for the client satisfaction.
ClientHasComplained0 = No complaint, 1 = Client has complained.
IsCancelImminent0 = Cancellation is not imminent, 1 = Cancellation is imminent.