Import your client list

If you are moving from another booking app, export your client list there and import it here in one go. Go to Clients and choose Import.

What your file needs

• A CSV or Excel file (.csv, .xlsx, or .xls), up to 5,000 rows.
• A first name and a phone number on every row.
• Optional columns: last name, email, birthday, and notes.
• Birthdays as YYYY-MM-DD or MM/DD/YYYY. Phone numbers can be in any common format.

The four steps

1. Upload your file.
2. Map your columns. Tell us which column in your file is the first name, the phone number, and so on. Columns you do not need can be set to not import.
3. Preview. You will see how many rows will be imported, how many will be skipped, and which have warnings, before anything is saved.
4. Import. You get a summary when it is done.

Duplicates

A row is skipped if its phone number already belongs to one of your clients, or if the same phone number appears twice in the file. That means you can safely import the same file again after fixing a few rows.

Good to know

• Importing does not send your welcome email, so you can bring in your whole list without emailing everyone at once.
• Imported clients are not opted in to text messages. Clients can opt in themselves when they sign in to your booking site.
• On the Starter plan you can have up to 5 clients, and the import page shows how many slots you have left. Pro and Branded have unlimited clients.