Related Videos:

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.
         A screenshot of a phone Description automatically generated

     
  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.
         A screenshot of a computer Description automatically generated

     
  3. Upload the file and click Validate.
    A screenshot of a computer Description automatically generated
  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.
    A screenshot of a computer Description automatically generated


We will receive a notification once your file has been successfully uploaded. Usually, this process takes about 5-7 days, depending on our team's workload.

Important note: Currently, we do not have the capability to include note files. We are continuously working on improving our features to provide you with an even better experience. We appreciate your patience and support as we continue to make progress.