Importing the list of clients: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Importing the list of clients - SimplyBook.me | |title=Importing the list of clients - SimplyBook.me | ||
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====How to import clients==== | ====How to import clients==== | ||
<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span> | <span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span> | ||
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'''How to use this option:''' | '''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: | ||
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:2. Prepare your Excel file. | :2. Prepare your Excel file. | ||
:- No text above the list of clients should be written | :- No text above the list of clients should be written | ||
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:4. Press "Choose file" and select the prepared file. | :4. Press "Choose file" and select the prepared file. | ||
[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]] | [[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]] | ||
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:6. Press "Confirm clients import". | :6. Press "Confirm clients import". | ||
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.'' | :''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.'' | ||
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;If you can't import clients, please check the possible reasons: | ;If you can't import clients, please check the possible reasons: | ||
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/> | :1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/> | ||