Exporting Schedules

Export your weekly schedule for record-keeping, printing, or sharing with your team.

Opening the Export Panel

1. Click the Export button in the schedule header
2. The export panel slides open from the right

Export Formats

CSV Export

• Comma-separated values format
• Opens in Excel, Google Sheets, Numbers
• Best for: Data processing, importing elsewhere

Excel Export

• Microsoft Excel format (.xls)
• Formatted table with headers
• Best for: Printing, sharing via email

Email

• Send the schedule directly to an email address
• Professional HTML template
• Best for: Sharing with owners, managers, or staff

What's Included

Every export includes:

• All staff members with names
• Daily schedules (times or leave type)
• Break information
• Weekly totals per staff member
• Overtime hours (if any)
• Daily staffing summary
• Date range in header

Sending by Email

1. Click Export to open the panel
2. Scroll to Send by Email section
3. Enter the recipient email address
4. Click Send Email
5. A success message confirms delivery

Email Template

The email includes:

• Professional header with week dates
• Formatted schedule table
• Color-coded for easy reading
• Summary row with totals
• Bookinda branding

Use case scenarios

Scenario 1: Weekly payroll export

Every Sunday, export the upcoming week to CSV, send to bookkeeper. Hours are clean for payroll processing.

Scenario 2: Wall print

Print the Excel version, hang on the staff bulletin board. Visible, no app login needed.

Scenario 3: Email approval flow

Manager builds the schedule, emails it to owner. Owner approves or requests changes via email.

Tips

• Weekly for payroll: predictable cadence.
• Email for transparency: owners stay informed.
• CSV for integration: connects to external tools.
• Excel for print: best for wall display.