Import Clients custom feature: Difference between revisions
Created page with "{{#seo: |title=Import Clients custom feature - SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appoi..." |
No edit summary |
||
| Line 7: | Line 7: | ||
[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register. | [[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register. | ||
<br> | |||
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span> | |||
<br><br> | <br><br> | ||
:'''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. | :'''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. | ||
| Line 13: | Line 15: | ||
:It is only possible to import 500 clients by default. If you need to import more please contact support for details. | :It is only possible to import 500 clients by default. If you need to import more please contact support for details. | ||
<br><br> | <br><br> | ||
'''How to use:''' | '''How to use this option:''' | ||
:1. Enable "Import Clients" custom feature on your Custom features page: | :1. Enable "Import Clients" custom feature on your Custom features page: | ||
[[File:Import clients enable path.png | center]] | [[File:Import clients enable path free.png | center]] | ||
<br><br> | <br><br> | ||
:2. Prepare your Excel file. | :2. Prepare your Excel file. | ||