Transferring your appointment types into Pogozo is quick and easy with our data transfer tables. It is important to remember that each system is slightly different so there may be some variations in what you can export from your current system and what you can import into Pogozo.
We recommend you pay close attention to our TIPS as some systems have some funny quirks that need to be taken into consideration. By taking the time to get this right, it will set you up for success when uploading other data such as appointments and treatment notes.
First, start by downloading your Appointment Types data from your current practice management system.
TIP Some programs such as excel will condense larger numbers to numbers with scientific notation. For example, some appointment type ID numbers are over 15 digits long and excel will change the number from 12345678910111213 to 1.23 e+16. You will require the whole number to be imported into Pogozo, so just make sure when saving or editing the export that the right numbers have been saved.
Next download the Appointment Types data transfer template from Pogozo.
On the main menu go to Settings. Click on the the sub-menu Data and then click Upload data.
Select the data you want to import and then download the template csv.
Your Appointment Types data transfer template should look something like this.
TIP The columns with headings highlighted in yellow are mandatory, in that they must be filled in. All other columns are optional. You can choose to fill in as much or as little of each of the optional columns as you want.
The easiest way to move your data into the Pogozo transfer tables is to copy and paste one column at a time. Make sure you are copying the right information into the right column. For example, First name into the First name column, email into the email column etc.
Ready? Lets get started!
APPOINTMENT TYPE ID
This is a mandatory column that needs to be completed. It is usually a number between 5 and 20 characters and should be unique for each team member.
TITLE
This is a mandatory column that needs to be completed.
This is the name of your appointment type.
CATEGORY NAME
This is a mandatory column that needs to be completed.
TIP The names of the categories must match exactly, the names of the appointment categories that you have added into Pogozo. You can see the exact category names in Pogozo by going to Settings > Appointments, classes & memberships > Appointment Categories.
DURATION
This is a mandatory column that needs to be completed.
TIP Pogozo currently only accepts a duration period of between 5 – 120 minutes. Some systems have appointment types with periods longer than 120 min. These appointments will need to have their durations changed to 120 min.
DESCRIPTION
This column is optional.
COLOR
This is an optional column.
BILLINGITEM
This is an optional column.
TIP Adding a billing item to an appointment type will make invoicing easier. When you create an invoice, the billing item linked to the appointment type will automatically be assigned.
WAIVERTEMPLATE
This is an optional column.
TIP The names of the waivers must match exactly, the names of the waivers that you have added into Pogozo. You can see the exact waiver names in Pogozo by going to Settings > Documents & Templates > Waivers.
ALLOW ONLINE BOOKING
This is an optional column. If left blank, Pogozo will assume the appointment cannot be booked online or via the mobile app.
If the appointment can be booked online then this will be TRUE. If the appointment cannot be booked online then this will be FALSE.
To record whether an appointment can be booked online click on the drop down menu arrow and select TRUE if the appointment can be booked online and FALSE if an appointment can not be booked online . Alternatively you can type TRUE or FALSE, just make sure you get the spelling correct!
PAYMENT REQUIRED ONLINE
This is an optional column. If left blank, Pogozo will assume no payment is required at the time of booking via the mobile app.
To record whether an appointment requires prepayment click on the drop down menu arrow and select TRUE if the appointment required prepayment and FALSE if an appointment does not require prepayment. Alternatively you can type TRUE or FALSE, just make sure you get the spelling correct!
MINIMUM ONLINE PAYMENT
This is a mandatory column only if a payment is required online.
ACCESSABLE LOCATIONS
This is a mandatory column that needs to be completed. It refers to the business’ locations that offer that appointment.
TIP The name(s) of the location(s) in the Pogozo data template must match exactly, the names of the business locations in Pogozo. You can see the exact location name in Pogozo by going to Settings > Business > Business details > Location details.
TEAM MEMBER NAME
This is a not mandatory column that needs to be completed.
Uploading into Pogozo
Once you have entered all of your information into the Pogozo transfer tables you will need to save your file in CSV format.
To upload into Pogozo go to Settings, then click on Data and select Upload data.
From the dropdown menu, select the type of data you want to import, in this case Appointment Types. Click and search or drag your CSV file (limited to 500 rows) into Pogozo. Once the file has been uploaded click Import Data.
If your data has uploaded successfully, you will see a success message as shown below. Well done!
Troubleshooting your imports
Troubleshooting when things don't go to plan is made easier with our error log. If you get an error with your data import, click on the Error Log. Here you will be able to see which row Pogozo is having trouble importing, and what exactly the problem is.
For example, the picture below shows that there was an error importing the data. We can click on the error log to see the specifics.
Missing data is the most common problem encounter when uploading data.
If there are errors that need correcting or if you make a mistake you can correct the error in your spreadsheet, save it as a CSV again and then upload the updated spreadsheet again (and again and again!) - any new information will overwrite any previous information added.
Next up, appointments!