Marginal Improvements

Importing clients in bulk

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Import a CSV of client names and emails instead of adding them one at a time.

What format does the file need to be?

A CSV with a Name column and an Email column. The first row should be the header.

How do I import clients?

1.Go to Clients in the sidebar
2.Select Import
3.Choose your CSV file
4.Match each column to Name and Email
5.Select Import to create a profile for each row

Imported clients appear in your Clients table right away. You can invite them to sign in individually whenever you are ready.

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