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Adding Multiple Clients

How to add clients in bulk

Jon Wang avatar
Written by Jon Wang
Updated over a week ago

Growing your business on Everfit? We've made it simple to add multiple clients to your client list at the same time.

Add using 2 easy ways:

1. Add details for multiple clients at once

   Just click the "+" button!
   This will be easiest if you have between 2-8 clients to add

    If you have a spreadsheet of clients, this will save you time!

Choose "Add clients by .CSV file"

Download CSV template

Fill out the template and upload. Read here for instructions how to fill out the CSV.

After the upload, you will have an opportunity to review the list of clients before adding them to your account.

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