Import Clients custom feature: Difference between revisions

(7 intermediate revisions by the same user not shown)

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{{#seo:

|title=Import Clients custom feature - SimplyBook.me

|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!

</translate>

~~{{#seo:~~

~~|title=Import Clients custom feature - SimplyBook.me~~

|titlemode=append

|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients

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:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.

:'''Please note''' ~~that this~~ feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

:'''Please note!'''

:It is only possible to import 500 clients by default. If you need to import more please contact support for details.

* This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

* It is only possible to import 500 clients by default. If you need to import more please contact support for details.

* Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.

'''How to use this option:'''

:1. Enable "Import Clients" custom feature on your Custom features page:

[[File:Import clients enable path ~~new cf~~.png | center]]

[[File:Import clients enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]

:2. Prepare your Excel file.

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Line 34:

:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.

[[ File:Import ~~clients~~ file ~~upload~~ path.png | center]]

[[ File:Import csv file path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]

:4. Press "Choose file" and select the prepared file.

[[File:Import ~~clients file upload step1~~.png | center]]

[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]

:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".

:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".

[[File: ~~Import clients assigning column headers~~.png | center]]

:(if you are using [[Special:MyLanguage/Client_Fields_Custom_Feature|Client Fields Custom Feature]] you can also import some of the forms values)

[[File:Assign values to columns import redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]

:6. Press "Confirm clients import".

@@ Line 1: / Line 1: @@
 <languages/>
+{{#seo:
+|title=Import Clients custom feature - SimplyBook.me
 <translate>
+<!--T:2-->
+|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
 </translate>
-{{#seo:
-|title=Import Clients custom feature - SimplyBook.me
 |titlemode=append
 |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, add clients to the system, import database, import client database, import clients
@@ Line 17: / Line 19: @@
 :'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
 <br>
-:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
+:'''Please note!'''
-:It is only possible to import 500 clients by default. If you need to import more please contact support for details.
+* This feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
+* It is only possible to import 500 clients by default. If you need to import more please contact support for details.
+* Imported clients are unsubscribed from promotional materials(reviews, messages from reports, campaigns, book soon notifications, promotions (gift cards & coupons), etc.) by default. Only bookings and purchases notifications will be sent till they change the preferences from their side.
 <br><br>
 '''How to use this option:'''
 :1. Enable "Import Clients" custom feature on your Custom features page:
-[[File:Import clients enable path new cf.png | center]]
+[[File:Import clients enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]
 <br><br>
 :2. Prepare your Excel file.
@@ Line 30: / Line 34: @@
 <br><br>
 :3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
-[[ File:Import clients file upload path.png | center]]
+[[ File:Import csv file path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]
 <br><br>
 :4. Press "Choose file" and select the prepared file.
-[[File:Import clients file upload step1.png | center]]
+[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
 <br><br>
-:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
+:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".<br>
-[[File: Import clients assigning column headers.png | center]]
+:(if you are using [[Special:MyLanguage/Client_Fields_Custom_Feature|Client Fields Custom Feature]] you can also import some of the forms values)
+[[File:Assign values to columns import redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]
 <br><br>
 :6. Press "Confirm clients import".