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To import a client list, you may follow these steps:

  1. Navigate to the Clients tab. Look for the drop-down button and click on it. From the options that appear, select Import Client List.
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  2. Before proceeding, it's important to read through the guide.  We suggest that you download the template file and make sure to follow its formatting guidelines.
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  3. Upload the file and click Validate.
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  4. Once the validation is successful, you'll see a green check mark next to the file name. If there are any issues, you'll be prompted with an error message to help you fix the missing/incorrect entry.
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We will receive a notification once your file has been successfully uploaded. Usually, this process takes about 2 working days, depending on our team's workload.

Important note: At this time, importing note files is not supported. We’re actively working on expanding this feature and appreciate your patience as we continue improving your experience with Therabyte.