Import your client list

It is super easy to import your client list.

Simply go to Business > Clients and you will see a list of existing clients if there already are clients registered in your business. In the upper right corner you will find “Import” button. Press that button, you will then see "You can download the CSV File format here", click on the word "here".  You can then specify where you want to save the file on your computer, then open the file and populate the columns with each of your clients details.  Once you are done with populating the file you can simply go back to the Importing Clients page, select the Browse and locate your saved file from your computer and upload it.

These feilds are the required fields for successful client import:
FIRST NAME    LAST NAME    E-MAIL    PHONE    USERNAME    PASSWORD

 

You can see with the image the below you just include the following field information for each:
Email and Username field both use the email address of your client
FIRST NAME    LAST NAME    E-MAIL    PHONE    USERNAME    PASSWORD    BIRTHDAY    ADDRESS    CITY    POSTAL/ZIP CODE    COUNTRY    REGION/STATE    SUBSCRIBE

 

It's as easy as that!

Tags: Import, client, setup,

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