Benefits

One-click exports for instant reporting

Download your complete booking history as Excel-ready CSV files anytime. Easily export bookings filtered by date range or booking page, and get a downloadable CSV that’s ready for you to unleash every VLOOKUP, pivot table, and conditional formatting formula in your arsenal (we know you've been waiting for this).

Automated data sync with Zapier

New bookings automatically create rows in your Excel spreadsheets. Set up a Zapier workflow to send every booking detail—client information, appointment times, custom form responses—straight to Excel, creating a live database that updates the moment appointments are booked.

Scheduled recurring exports for ongoing tracking

Automate weekly or monthly booking reports delivered to your inbox. Set up recurring exports that automatically compile booking data and email you Excel-compatible CSV files on your chosen schedule—perfect for regular reporting, accounting reconciliation, or keeping team members updated without manual work.

Available with:

  • Professional Plan
  • Team Plan
View plans and pricing
zapier

Automate even more with Zapier

Connect Zapier with YCBM to build workflows that automate your scheduling even more—with access to over 7,000 apps.

Integrate with your favorite apps

Connect with popular calendar apps, video platforms, CRMs, and 7,000+ other tools via Zapier to simplify your workday and smoothly run your business.

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