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