> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/appointments/client-appointments/export-appointment-pdf.md).

# Export Appointment PDF

**Audience:** Super Admin, Admin, Supervisor, Clinician \[VERIFY: confirm exact roles that can export appointment PDFs]\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-06

## Purpose

Use this action to export one or more appointment reports as PDFs.

## Before you start

* You must be signed in to Compassly.
* You must be on **Client appointments**.
* You must select at least one appointment.

## Important

* **Export PDF** appears only after you select one or more appointments.
* The exported report can include appointment details such as client, caseworker, nurse, team member, status, appointment type, specialty type, location, start and end date, summary, and document upload status.
* Signed appointment details are available in the appointment record, but the exported layout may vary depending on the report content. \[VERIFY: confirm whether every export includes signature fields.]

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm exact role split.]
* Other role access is unconfirmed.

## Steps

1. Open **Appointments** > **Client appointments**.
2. Select one or more appointments using the row checkboxes.
3. Click **Export PDF**.
4. Open or download the generated PDF from your browser.

## What happens next

* You can review the PDF immediately or share it outside Compassly.
* Use **Send Appointment Report by Email** if you need Compassly to email the report directly.

## Related guides

* [Send Appointment Report by Email](/compassly-docs/core-modules/appointments/client-appointments/send-appointment-report-by-email.md)
* [View Appointment Details](/compassly-docs/core-modules/appointments/client-appointments/view-appointment-details.md)


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