To import an existing database of Clients:

  1. On the left menu of dashboard select Clients.
  2. On the top left links click Import.

    Please note: that you need to upgrade your plan to use this option.

  3. Click Download Template.
  4. Open the downloaded template file.
  5. Copy and paste you client database information following the order of the template First Name, Last Name, Email, Dial Code and Mobile number.
  6. Once finished repeat steps 1 and 2 Import Clients.
  7. On the new window click Upload File.
  8. Click Import Clients.