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.
You can set up your CSV file with the instructions below for layout and fields of entry required.
- Select the Customers Tab
- Click on the '+' and select Imported Customers
- 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.