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Import your existing client list
Import your existing client list
Importing your client list into your workspace allows for a smooth transition and is a crucial first step in setting up your business to help manage appointments more effectively. Learn how to upload and import your existing clients into your workspace.
Client file requirements
Make sure you have your existing client data formatted as a CSV file according to the requirements outlined below. If you don’t have a client list file, download our template and fill it out with your client information.
Importable fields and requirements
Prepare your client list by including the following fields for each client:
- First name (mandatory)
- Last name
- Mobile phone
- Gender
- Client notes (essential client info that will show as a staff alert for your team)
- Birthday
The first name is required for every client. We recommend including either an email address or mobile phone number so your clients can receive appointment updates.
There is no importable field for the client’s address however, you can include these in the Client notes field or add it to individual client profiles as needed after the import.
Formatting guidelines
You’ll need to use the following format when entering the date on your existing client 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
The system checks and flags identical email addresses or phone numbers as duplicates. Names alone are not considered duplicates as clients may share the same name.
- Entries with the same email address or phone number are marked as duplicates.
See examples of duplicates below:
| Name | Email address | Mobile Number |
|---|---|---|
| John Smith | johnsmith@example.com | +44 113 496 0000 |
| John Smith | johnsmith@example.com | NA |
| Name | Email address | Mobile Number |
|---|---|---|
| John Smith | johnsmith@example.com | NA |
| John Smith | johnsmith@example.com | NA |
| Name | Email address | Mobile number |
|---|---|---|
| John Smith | johnsmith@example.com | +44 113 496 0000 |
| Jonny Smith | NA | +44 113 496 0000 |
- Names are not used to identify duplicates. Two entries with the same name but different contact information are considered non-duplicates.
See the example of non-duplicates below:
| Name | Email address | Mobile number |
|---|---|---|
| John Smith | NA | +44 113 496 0000 |
| John Smith | johnsmith@example.com | NA |
Importing your client list
Importing clients ensures that no matter where they book through, they will be recognized as your existing clients
- Desktop
- Mobile
To import your existing clients to Fresha:
- Open Clients and select Clients list.
- Click on Options and choose Import clients.
- Upload your existing client list by clicking Upload CSV file or drag and drop the file into the purple box.
- If you need a template, click Download template, fill it out with your client information, and then upload it as described in the previous step.
- Once uploaded, the system will match your file's column headers with its own.
- Make any adjustments using the dropdown boxes, then click Next step.
- Review the client list preview and correct any errors to ensure the data is imported correctly.
- If necessary, return to the Previous step to Delete and re-upload a corrected file.
- Confirm your list by clicking Start import.
- An Import successful notification will appear once complete.
- Click Done.
To import your existing clients to Fresha:
- Open Clients list tab.
- Tap on Options (the three dots) in the top right corner and choose Import clients.
- Upload your existing client list by tapping Upload CSV file or drag and drop the file into the purple box.
- If you need a template, tap Download template, fill it out with your client information, and then upload it as described in the previous step.
- Once uploaded, the system will match your file's column headers with its own.
- Make any adjustments using the dropdown boxes, then tap Next step.
- Review the client list preview and correct any errors to ensure the data is imported correctly.
- If necessary, return to the Previous step to Delete and re-upload a corrected file.
- Confirm your list by tapping Start import.
- An Import successful notification will appear once complete.
- Tap Done to return to your Clients list.
Ensure your file follows Fresha's import requirements to prevent upload failures. The import process may continue in the background if you close the tab before completion
Importing your clients will prevent you from being charged a Marketplace New Client Fee for your existing clients when they book online through Fresha.
FAQs
Can any team member import clients?
What should I do if there is an error while uploading my client list file?