Importing clients in bulk
Import a CSV of client names and emails instead of adding them one at a time.
What format does the file need to be?
A CSV with a Name column and an Email column. The first row should be the header.
How do I import clients?
1.Go to Clients in the sidebar
2.Select Import
3.Choose your CSV file
4.Match each column to Name and Email
5.Select Import to create a profile for each row
Imported clients appear in your Clients table right away. You can invite them to sign in individually whenever you are ready.