1. As part of your initial set-up, you may wish to import your existing customers using a CSV and upload option

This document assumes the following:

  • You are a proficient Enrolmy user

  • You know what a CSV file is and how they work

How To Import Your Customers And Invite To Book

  1. Select the Customers Tab

  2. Click on the '+' and select Imported Customers 

  3. Click Import and Invite Customers

 3. Upload your CSV file, set out in the format described below:

4. Make sure you select the activity to invite them to that has been set up in your Activities tab

5. Send the Invite Email

 Awesome! You can now go ahead and import your customers into Enrolmy!

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