Importing clients into Appilates is quick and easy! Just follow these simple steps:

How to Import Clients:

1. Export your client list as a CSV file from your current system.
2. Navigate to the Studio Configuration section in Appilates.
3. Click Import Contacts.
4. Upload your CSV file.

Need help?

• Make sure your file is saved as CSV (not Excel or another format).
• Check that your columns include 'First name' and 'Email'.
• Edit headers if needed, then save again as CSV.
• If your system doesn't export files:
  • Copy and paste your client list into a spreadsheet, then save as CSV.
  • Or, just copy some client names and paste them into PIA for help.

Using the Import Assistant:

• Click 'Next' or 'Back' to navigate steps.
• Select your CSV file.
• Match your columns to Appilates fields — the assistant will guide you.

Quick Tips:

• Key columns: first name, last name, email, date of birth.
• Medical info? Assign it to 'Medicals'.
• Notes? Use the 'Note' field.
• Keep existing client IDs by mapping to 'Client-ID', or ignore if not needed.

Final Step:

• Preview your import, review, and edit if needed. The app checks for duplicates to avoid creating multiple entries.

Inviting Clients:

• When your studio goes live, go to Studio Configuration to invite clients.
• The Assistant helps you send invites to new clients.

For more info, see the Connecting Clients guide.

That’s it! Your clients are now imported and ready to use.