In this guide, you'll learn how to add your existing client list to Fresha all in one go.
How importing your client list works
You can easily upload multiple clients at once using a CSV file or a ready-made template. Each client will automatically have a profile created under your account, making them recognizable as an existing client when they book online.
To keep your client list organized, Fresha will identify any duplicate profiles that can be merged.
Import your client list
From the main menu on the left of your screen, go to Clients.
Click on the Options button in the top right and select Import clients from the panel.
In the Upload file step, select Upload CSV file or drag and drop the file into the box. Click the Next step button in the top right to continue.
You can download and fill in a ready-to-use template by selecting Download template.
In the Review column step, make any adjustments to match your column names, then click the Next step button in the top right to continue.
In the Preview client list step, review the client list to ensure all details are correct.
You can check errors by selecting the Errors tab. To amend these, return to the Review column step and reupload your revised client list.
Click on the Start import button in the top right to begin uploading your file.
Once imported, click on the Done button in the top right.
From the main menu at the bottom of your screen, tap on the Clients icon.
Tap on Actions (three dots) in the top right and tap on Import clients.
In the Upload file step, select Upload CSV file or drag and drop the file into the box.
You can download and fill in a ready-to-use template by selecting Download template.
In the Review column step, make any adjustments to match your column names, then tap the Next step button at the bottom to continue.
In the Preview client list step, review the client list to ensure all details are correct.
You can check errors by selecting the Errors tab. To amend these, return to the Review column step and reupload your revised client list.
Tap on the Start import button at the bottom to begin uploading your file.
Once imported, tap on the Done button at the bottom.
Once your import is complete, the clients will appear in your client list with all their details and will be recognized as existing clients no matter where they book.
Client list file requirements
To upload your existing client list, the data will need to be formatted as a CSV file. If you don’t have a client list file, download our template and fill it out with the following information for each client:
First name (mandatory)
Last name
Email
Mobile phone
Gender
Client notes
Birthday
We recommend including an email address and mobile phone number so your clients can receive appointment updates.
Formatting guidelines
You’ll need to use the following format when entering the date on your existing client list file:
For most regions use: DD-MM-YYYY
If you're in the United States, Panama, or the Philippines, use: MM-DD-YYYY
You can use the following dividers between the day, month, and year:
: (For example, 01:03:2002)
/ (For example, 01/03/2002)
*\* (For example, 01\03\2002)
- (For example, 01-03-2002)
. (For example, 01.03.2002)
Handling duplicates
Fresha automatically checks for duplicate entries based on email addresses and phone numbers. If two clients share the same email or phone number, they will be flagged as duplicates. Names are not used to detect duplicates, as multiple clients may have the same name.
Fresha will highlight any errors found in your file to help you correct them quickly. You can download a version with the issues by clicking on the Options button in the Preview client list step, make the changes, and upload it again.
Importing your existing clients’ contact details before going live on the Marketplace ensures they’re recognised as returning clients. This helps you prevent being charged a Marketplace New Client Fee when they book online through Fresha.
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