Importing your Customers

Importing your Customers

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

How to Import Your Customers and Invite to Book.

As part of your initial set-up you may wish to import your existing customers using a CSV and upload option.  You can set up your CSV file with the instructions below for layout and fields of entry required.

 

1. Select the Customers Tab

 

2. Select the + (Plus) tab

 

3. Select Imported Customers from the drop down selection

 

Importing Customers

 

4. Proceed to Import and Invite Customers

Importing Customers 2

 

5. Upload your CSV file, set out in the format described below and on your screen

 

6. Make sure you select the activity to invite them to that has been set up and is live

 

7. Click send email

Importing Customers 4

 

8. Double check in your imported customers tab that those uploaded are now shown

 

Importing Customers 5

 

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