Exporting Appointments on the Carrier Portal

  • Updated

Note: The export feature will only export the appointments that are loaded on the page. If no appointments are listed, the export button will be disabled (grayed out). 


Export Appointment List: 

  1. Click the ‘My Appointments’ tab
  2. Select a date range and click ‘Apply’
  3. Click the 'Export' button on the top right side of the screen
  4. Once the list has been downloaded, a green notification will display stating, "Successfully exported ## of appointments"
  5. Click on your downloaded file to view the exported list


***Have any questions? Chat with us live during our business hours (Mon-Fri from 8am-5pm Chicago time). Or feel free to contact us anytime at https://community.loadsmart.com/hc/en-us.***

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