Import your existing client database from Excel or CSV files. Bring over your entire roster in one go.
Upload an Excel file (.xlsx or .xls) to import multiple clients at once. Just make sure your spreadsheet has columns for first name, last name, and email.
Migrating from another platform
Onboarding a batch of new clients
Importing from a gym membership list
Screenshot: Excel import dialog
Show: import dialog with dropzone area, "Choose File" button, and "Supports .xlsx and .xls files" note
public/docs/excel-import.png
Supported File Formats
Excel 2007 and newer
Legacy Excel format
After uploading, you'll see a preview of all detected clients. Review the list, fix any issues, and approve the import to add them to your roster.
Screenshot: Review imports modal
Show: review modal with 3+ staged clients listed, checkboxes, approve/remove buttons, search bar at top
public/docs/review-imports.png
