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! ..
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Posted On: Nov. 01, 2014
Posted On: Oct. 18, 2014
You asked for it so we responded, we were asked to change what fields were required when your clients register. It was clear you wanted to allow your clients to have an easier registration process which meant less required personal details. This only applies if you settings require registration for your services. You can see the required fields using this link - https://www.simplyappointments.com/demo/index.php?route=account/register No longer required when registering: Birthday - This field is required when using the Birthday Module which can send a birthday message to your client with a discount or voucher. It helps you drum up business. Address City Country Region / State ..
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