Importing the list of clients: Difference between revisions

Line 9:

'''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 17:

: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 9: / Line 9: @@
 '''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 17: / Line 17: @@
 <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".