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Import

View helpdesk article
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Need to import your client list?

Files must be in CSV format and contain at minimum, a name, mobile or email address.

It is important to check your CSV file has saved the leading 0 in phone numbers (especially mobile) before uploading. SMS reminders cannot be sent if your file contains an invalid mobile number format.

For more detailed instructions, we recommed reading our helpdesk article above.

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Before beginning the import process, we highly suggest familiarizing yourself with the fundamental guidelines of the import procedure by reading our Helpdesk article.

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Client lists, appointments and treatment notes can all be imported into My Appointments. The files must be in CSV format and must be imported in this order.

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@csrf

Drag and drop files here(.csv)

- or -

Duplicate entries

Export to CSV file & delete all
Import

To register a new client, you must provide a unique mobile or email address. This Stops duplocate files being created for the same client and ensures that online bookings will connect client file. Where this is not possible, e.g. the same mobile has been used for mother and child, you will need to connect the child's account to the primary account holders. Below is a list of all duplicate entries found in your imported list. Please either, delete, merge or connect files to family members to import the following clients.

First name Last name Mobile Address line 1 Address line 2 Suburb State Postcode Email DOB Connect Merge
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