Growing your business on Everfit? We've made it simple to add multiple clients to your client list at the same time.
From your client list, click the Add Client dropdown, then select Add Multiple Clients.
Then, there are two easy ways to add multiple clients:
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.
2. Import clients using a CSV file
If you have a spreadsheet of clients, this will save you time! Choose "Add clients by .CSV file"
Download CSV template.
Once you've downloaded our CSV template, open it using a spreadsheet program like Excel, and use the guide below to help you fill it in.
1. Add clients
For each of the columns, please fill out the information for each client you want to add:
First Name (*required): Client's first name
Last Name (*required): Client's last name
Email (required if you want to send an invite): Client's email
Category: 3 categories for easy client list sorting. Options: Hybrid, In-Person, or Online (the default if left blank)
Send Invite: Whether to send an invitation to create an account. Options: Yes or No (the default if left blank)
2. Save
Once you are done adding your clients, save file as .CSV. If you open the saved file using a simple text editor on your computer, it should look like this:
FIRST NAME,LAST NAME,EMAIL,CATEGORY,SEND INVITE
Andy,Smith,Andy@email.com,Online,Yes
Jane,Parker,Jane@email.com,In-Person,No
..
3. Upload
After uploading the file, you will get to review the list of clients before officially adding them to your account.
Once you've confirmed the details, click "Add Clients" and you're done!
