You can add your whole client list at once by uploading a .csv or .xlsx file. It's the fastest way to bring clients over from another booking app or a spreadsheet.
How do I import my clients?
Open your Clients List screen and tap ••• at the top right corner.
Tap Import Clients.
Choose your .csv or .xlsx file.
Check that each column matches the right field, and change any that don't.
Review the preview, then tap Import.
Nothing is added to your client list until you tap Import. If you don't have any clients yet, you can also tap Import Your Clients on your Clients List screen.
What info can I import?
First name, last name, phone, email, birthday and notes. Only a first name is required, and a single column with full names works too.
We match your columns automatically when we can. You can change any match before you import.
What are the file limits?
.csv or .xlsx files only
Up to 5,000 clients per file
Up to 20 MB per file
If your list is bigger, split it into more than one file.
What if a client is already in my list?
If someone in the file is already in your client list, we skip them. No duplicate gets created. We match on phone number first, then email, then full name.
Before you import, we show you exactly who's being skipped and why. After, you'll see the count under Already in your clients.
Why couldn't some rows be imported?
You'll see Phone number couldn't be read or Name couldn't be read when a row is missing info or isn't formatted in a way we can read. Fix those rows in your file and import it again.
What happens after I import?
You can reach your new clients with email and text campaigns.
To clean up duplicates later, see Delete Clients From Your Client List.