How do I import an appointment schedule from PDF?
In Schedule in the browser panel, choose Import schedule from PDF, analyse the file, review appointments that need attention and approve them one by one.
This feature is available from the SALON plan.
For owner, manager, reception, stylist · Updated
Step by step
- 1
Open the import
Go to Schedule → Calendar and select Import schedule from PDF.
- 2
Upload and analyse
Choose a PDF file, select Choose file and then Analyse PDF. Wait for processing to finish.
- 3
Review the summary
Check the Auto, Uncertain, Duplicates and Blocked counters. Start with Appointments to approve.
- 4
Complete and approve
Choose the missing client, stylist or service. If something does not exist, add it during the import, then select Approve appointment or Skip appointment.
- 5
Finish the import
Continue until every appointment needing attention is approved or skipped and the appointments appear in the calendar.
Good to know
- The import is designed for Versum schedules; a different PDF layout may not be recognised.
- When the same file is loaded again, the app recognises appointments that were already added, which helps prevent duplicates.
When something does not work
- An uncertain or duplicate appointment needs manual review — check it before approving.
- A missing service name needs a manual selection, and a client profile created by the import may initially have no phone number.
- A file-level or appointment-level error may require a new import or skipping the affected appointment.
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