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Acuity Scheduling

Online scheduling and client management by Squarespace

medspaeasy~5 minCSVOfficial Docs ↗Last verified May 4, 2026

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The full Acuity Scheduling export guide as a PDF

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Export Steps

1

Log In to Acuity Scheduling

Open your browser and go to acuityscheduling.com. Click "Log In" and enter your email and password. Acuity is a Squarespace product — if your account is linked to Squarespace, use your Squarespace credentials.

EHR Software
Home
Clients
Appointments
Reports
Integrations
Settings
Dashboard
Clients
Appointments
Forms
Packages
Reports
Settings

Tip:

You need Admin access to export the full client list. Staff logins with limited permissions may not see the export option.

2

Navigate to the Clients Tab

In the left sidebar, click "Clients". This opens the Acuity client directory with all clients who have ever booked with your practice.

EHR Software
Clients
Name
Email
Phone
Last Appointment
Total Appointments
Import/export
Add Client
Search / Filter
3

Click "Import/export" then "Export client list"

At the top of the client list, click the "Import/export" link. A menu will expand — click "Export client list". Acuity will generate and download a CSV file of all clients.

EHR Software
Import/export
Export client list

Tip:

Acuity exports all clients regardless of status — active and inactive are both included by default. No filter adjustments are needed.

4

Review the Downloaded File

Open the CSV in Excel and verify the columns. Acuity typically exports: First Name, Last Name, Email, Phone, and the date of the most recent appointment. Note that Acuity does not have an explicit "Active/Inactive" status field — last appointment date is used instead.

Tip:

For Acuity clients, MedMasters determines "active" vs "inactive" based on last appointment date — no status field is needed from the export.

5

Send to MedMasters

Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.

Note:

Do not email client data. Always use the secure MedMasters upload portal.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Appointment Date
Available
Active / InactiveREQ
No explicit status field
MedMasters derives status from last appointment date
Not available
Insurance vs Cash
Not tracked — Acuity is self-pay scheduling only
Acuity does not have insurance billing functionality
Not available
Visit Count
Total Appointments / Appointment Count
May be in the export as a count or require a separate appointments report
Partial

Known Quirks

⚠️

Acuity does not have an "Active / Inactive" patient status field — MedMasters uses last appointment date as a proxy

⚠️

Acuity is a scheduling tool, not a full EHR — clinical notes and treatment details are not included in the export

⚠️

Phone numbers are sometimes missing if clients booked without providing them

Pro Tips

💡

Acuity's export is fast and simple — one click from the Clients tab

💡

If your medspa uses Acuity for scheduling alongside a separate EMR (e.g., for clinical notes), export from both systems for the most complete dataset

💡

Clients who booked via Acuity's public booking page are included — no manual entry required

Google Calendar Integration

Sync type: two way

1

Open Sync with Other Calendars

Log in to Acuity Scheduling. Navigate to your account settings and click "Sync with Other Calendars."

2

Select Google

Click "Google" from the list of available calendar options.

3

Connect to Google Calendar

Click "Connect to Google Calendar." Follow the prompts to log in to your Google account.

4

Authorize Access

Grant Acuity Scheduling the requested Google Calendar permissions.

5

Configure Per-Calendar Sync Options

For each Acuity calendar you have, select your preferred syncing direction and options from the settings panel.

6

Save and Verify

Click "Save." Your Acuity appointments will begin appearing in Google Calendar immediately. Test by creating a booking and confirming it shows in Google.

Two-way sync: Acuity appointments appear in Google Calendar and Google events block Acuity availability.

Google Calendar typically shows updates immediately after changes in Acuity.

Non-class appointments sync automatically. Classes sync only once at least one client has booked — each attendee appears as an individual appointment in Google.

When you disconnect the sync, already-synced appointments remain in Google Calendar unless manually deleted.

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

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