Online scheduling and client management by Squarespace
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.
You need Admin access to export the full client list. Staff logins with limited permissions may not see the export option.
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.
Click Export Clients
At the top of the client list, look for the "Export" button — typically it says "Export Clients" or shows a download icon. Click it. Acuity will generate and download a CSV file of all clients.
Acuity exports all clients regardless of status — active and inactive are both included by default. No filter adjustments are needed.
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.
For Acuity clients, MedMasters determines "active" vs "inactive" based on last appointment date — no status field is needed from the export.
Send to MedMasters
Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.
Do not email client data. Always use the secure MedMasters upload portal.