Awesome! Getting your client list imported is a huge step towards having your account set up and ready to hit the ground running 🏃 There are a few ways to import your list into your Schedulicity account. We can import it for you for free, which we'd love to do, or you can give it a go!
One thing to keep in mind is that no matter how you import your clients, you'll want to be sure to check your list before an import to make sure all the info is exactly what you want, and it's always good to check for duplicate clients. This is especially important if you already have clients in your Schedulicity database. Otherwise, you could end up with a messy client list full of duplicates. Trust us, it's not fun to deal with! Be sure to triple-check your information and make sure it's just how you want it!
Want us to import your client list?
We would looove to help get your client list uploaded into your account! You can email it to us at email@example.com, and we will gladly add your contacts for ya. This usually takes 2-3 business days, though we try to be as efficient and speedy as we can.
The file types that work the best for us to import are:
vCard (Mac, iPhone, iPad)
If we do the import for you, we can also add more details to your client records. Here is what we can add. 👇
Prefer to import your client list yourself?
How to upload from a spreadsheet on your computer
Organize your client list to the proper format. Here is the format you will want your document in:
First Name | Middle Name | Last Name | Email | Phone Number
You’ll want to get your list organized into those five columns, even if you don’t have that particular information, so that everything will end up in the right areas of the client’s profile.
For example, if you don't have the middle names of your clients, be sure to still have column B, and you can leave it blank. That way, we know not to put anything in that field!
Once you have your client information organized, save the file as a .CSV file.
Now, let’s get your list imported!
Once logged in to your Schedulicity account, click the three white lines in the upper left corner and select Clients from the drop-down menu
Select the “Import” button in the upper right-hand corner
Click "Start Importing"
From the options, select "Generic CSV" (in the middle on the bottom)
Click within the uploads box, and then select your .CSV file from the documents on your computer
Click "Select All" at the top of the list
Click "Get x Contacts"
You'll see a preview of your list, so have a look to ensure things look good
Click the final "Import List" button to add the contacts to your Schedulicity account
You’re all set and ready to go!
What are those other options?
If it’s easier for you to use one of the other import options (Google Chrome, Microsoft Outlook, Yahoo, LinkedIn iCloud), feel free to go that route as well! You’ll just need to give Schedulicity access to that account, and that info will be pulled right into Schedulicity.
Pssst….you can also upload your contact list from your iPhone to your client list! Take a look here for the inside scoop.
Want help with importing your client list? Reach out to our Rockstars for help!
Send your newly imported clients a marketing email to let them know they can book with you on Schedulicity!
Still getting set up? Check out how to add services or classes and how to spiff up your business listing!