Getting a list of clients and their details into Better Bookings is quick and easy using our import tool.
Import your clients here.
Select your client list to import by either browsing for your Excel (.xls) file or drop/drag it onto the import canvas.
First Name, Last Name and Email are mandatory. If you don't have an email for your client, you can add this dummy one - firstname.lastname@example.org or add your email as default.
Clients will be imported. You can then map the columns in your imported Excel to the fields you have in Better Bookings.
You can delete any rows you don't want imported.
Once you have completed the mapping click 'Import Selected', your clients will import.
We provide instructions on the Import Clients screen so follow these to make sure you get your client information imported correctly and without error. You can even use the Sample Excel spreadsheet to collate your clients before you upload.
When you import clients they won't be sent any notifications, including a New Client Welcome email if you have that enabled in Settings.
Before you import your clients, make sure you set up your client database Custom Fields.
With Better Bookings you can create your own database categories and fields. No 2 businesses are the same and this feature gives you total customisation around the data you collect on your clients. Set up your Custom Fields here, or read about our post to learn more about Custom Fields.