Import Clients custom feature/en: Difference between revisions

Line 1:

{{#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!

|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 19:

'''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.

Line 27:

: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
+|description=Import your client database into SimplyBook.me. Easily transfer client details for seamless integration. Enable this feature now!
 |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 19: / Line 19: @@
 '''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 27: / Line 27: @@
 <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".