Overview
You can add your existing clients to RepeatMD by uploading a client list from your booking system or EMR. RepeatMD adds them to your client list and can email them an invitation to download your app.
This article is for practice owners, managers, and admins who manage clients in the Admin Panel.
Before You Start
Your file must be a CSV or Excel (XLSX) file, up to 20,000 clients and 10 MB.
Every client needs a mobile phone number, an email, or both.
Name and date of birth are optional, but add them if you have them.
Phone numbers must be valid US or Canadian numbers.
Why Invitations Go by Email
Text messaging rules require clients to opt in before they receive texts. Importing a client's phone number doesn't count as opting in, so RepeatMD can't text them an invitation to your app. Invitations go by email instead.
That's also why you can import a client with just an email: it's enough to invite them, and they opt in to texts themselves when they sign up.
Step-by-Step Instructions
Upload Your File
Log in to the Admin Panel and go to Clients.
Click Import.
Drag your file onto the page, or click Choose file. Need a starting point? Click Download template, fill it in, then upload it.
Match Your Columns
Check which column holds each detail: mobile phone, email, first name, last name, and date of birth. RepeatMD matches what it can for you.
Choose the location to add clients to. If your file has a location column, pick it and match each value to one of your locations. Rows with no location go to the default location.
Review and Import
Review the summary. It shows how many clients are new, how many are already your clients, and which rows can't be imported and why. Nothing is saved until you import.
Turn Send email invitations on or off. When it's on, new clients with an email get an email inviting them to download your app.
Click Import clients (or Import clients & send invites).
Big lists can take a few minutes. You can leave the page; progress shows on your Clients page.
Clients With Only an Email
Clients imported with an email but no phone number don't get a client profile yet. Here's what happens:
They count as new clients and can get the email invitation.
On the Clients page, choose the Not signed up filter, or search by their email, to see them. They show with an Email only badge and can't be opened, because there's no profile yet.
When they sign up to your app with that email, they become a regular client and leave the Not signed up list.
If you later import the same client with a phone number and that email, they're added as a regular client instead.
FAQs
Q: Why can't some rows be imported?
A: Common reasons are no phone number or email, a phone number that isn't a valid US or Canadian number, an invalid email, or the same phone number or email as an earlier row. Click Download these rows on the review step, fix them, and import them in a new file. Everyone else is still imported.
Q: What happens to clients who are already in RepeatMD?
A: Their details stay as they are. If they have no email on file and your file has one, RepeatMD adds it.
Q: Why don't clients get a text invitation?
A: Clients must opt in before they receive texts, and an import isn't an opt-in. See Why Invitations Go by Email above.
Q: Will clients without an email get an invite?
A: No. Tell those clients about your app another way, for example in the office or with your printed QR materials.
Q: Can I import more than 20,000 clients?
A: Split your list into smaller files and import them one at a time.
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Support
Need help? Email support@repeatmd.com