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Importing your client list and history

Bring your existing clients and their visit history across so recognition works from day one.

Import your existing customers, and their past visits, from a spreadsheet. With history in place, the receptionist can greet callers by name and offer their usual service from your very first day. Re-importing is safe, because customers are matched by phone.

The customer import screen

Still need help?

Raise a support request from the Help and support screen inside the app. It reaches us with your business already attached, so we can help straight away.