Import Clients

Upload a CSV or Excel file to import multiple clients

Import Options
  1. Download the template CSV file below
  2. Fill in your client data (name and phone are required)
  3. Upload your completed file
  4. Review the preview and validation results
  5. Click "Import Clients" to add them to your system

Required Fields:

  • • full_name - Client's full name
  • • phone - Contact phone number

Optional Fields:

  • • email, address, city, state, zip_code
  • • dob, drivers_license, license_expiration
  • • payment_day (Monday-Sunday, default: Monday)
  • • weekly_rate (default: 375)
  • • status (New/Approved/Active/Late/Closed/Pick-up, default: New)
  • • notes