BookMedDocumentationbookmed.org ↗

BookMed

  • What BookMed is
  • Signing in to the admin panel
  • Pages
  • Media library
  • Menus
  • Contact messages
  • Site settings and Meta verification
  • Email settings
  • Administrators

MediCRM

  • mediCRM overview
  • Signing in
  • Pipelines and stages
  • Leads and the lead card
  • Bulk changes
  • Filters and saved filters
  • Finding and merging duplicate leads
  • Inbox and channels
  • Bots (stage rules)
  • Templates
  • Calendar and tasks
  • Reports and first response time
  • Goals
  • AI assistant
  • Billing, packages and online payment
  • Workspace, access levels and sample data
  • Export your data

MediPlan

  • mediPlan overview
  • Diagnose
  • Plan
  • Clinical checks
  • Approval
  • Report and PDF
  • Price lists and currency
  • Roles and permissions

MediCRM

Export your data

Download everything the workspace keeps.

Administrators can download Export all data from Settings > Workspace. The file is JSON: the leads and their history, contacts, companies, tasks, pipelines and stages, templates, chat and email logs, bots, segments, saved filters, goals, workspace settings and people.

Passwords, tokens, app secrets and authenticator secrets are never part of the export.

← Workspace, access levels and sample datamediPlan overview →