Importing customers and bookings
Bring the list you already have, from a CSV file or from the export of the system you use.
- Under Customers, press Import.
- Choose the file. We read the columns and label them automatically.
- Correct anything that is wrong and say how dates are written (day/month or month/day).
- Before saving, you see who is new, who was already there, and which lines are left out and why.
Future bookings go into the diary and past ones into each customer’s history. Whatever is in the notes column comes with the person.