Anna Lewis
Mon
1
Clients and CRM
Importing clients from another app or a spreadsheet
The "Import" button in "Clients" moves your client base over from a spreadsheet or another app. You can also add clients by hand, and everyone who books online appears in the base automatically.
2 min read
In this article
The “Import” button in “Clients” moves your client base over from a spreadsheet or another app. You can also add clients by hand, and everyone who books online appears in the base automatically.
The “Import” button is shown to those who can change clients: the owner, “Full access” and “Manager”.
How to do it
- Export your clients from the old app, or gather them in a spreadsheet: a name and a phone number for each.
- In the CRM, open “Clients” and click “Import” at the top right.
- Check the list after the transfer: one card holds one phone number.
Other ways to fill the base
- By hand: “Clients” → “Add Client” — only the name and phone number are required.
- Online booking: everyone who books appears in the base automatically with the source “Website”. If a client with that number already exists, the booking is linked to them.
If something goes wrong
The “Import” button is greyed out and says “Soon”
If the button shows “Soon” and the hint says “Import is coming soon”, import isn’t open in your CRM yet. Meanwhile, add your most active clients by hand; the rest will appear on their own as soon as they book online. If your base is large and you’re not sure where to start, write to us — we’ll advise. Write any time — we reply during working hours.
“A client with this phone number already exists.”
The base already has a client with this number: a second card with the same number can’t be created. Find the existing card by the number and add to it.
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Still have a question? Write any time — we reply during working hours.
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