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How do I add my client list?

Go to People, drop your file under Bring in your list, and press Upload. An export from your scheduling software is perfect, just as it comes.

Step by step

  1. Open People.
  2. Under Bring in your list, drop your file or press Choose a file.
  3. Tick Everyone on this list has agreed to hear from us by email. and press Upload.
  4. Check Match your columns and Your services, then press Bring them in.
  5. When it says Your list is in, press Download the corrected copy to update your own records.

Good to know

  • CSV, Excel (.xlsx) or tab-separated, up to 20 MB. An older .xls? Save it as .xlsx or CSV first.
  • A visit history report, one row per visit, is even better: we learn how often each person really comes in.
  • Bring in the same report any time. People already here are updated, never doubled.
  • Anyone who unsubscribed or asked to be forgotten is never added back.
  • Your column choices are remembered for next time, and the corrected copy is kept for 30 days.

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