How can I import my client list into Scheduly?

To create new clients individually please see How can I create new clients?.

If you have an existing list of clients and would like to import it into Scheduly please use the following steps:

  1. Go to Clients
  2. Click Import
  3. Click Download Template. This will automatically download a spreadsheet named sample to your device.
  4. Find your downloaded file and paste your clients details (First Name, Last Name, Email ,Mobile Number) into the correspondent columns.
  5. Save your spreadsheet and upload
  6. Click Import Clients

NOTE: Each of your imported clients will receive an email with a link to create a password to be able to book appointments with you via the scheduler.

TIP: The import clients feature is exclusive to paid plans however you can still use it in a Free 7-day trial mode.

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