Adding clients and exporting to Excel
Add a client by hand from the list or straight from a new appointment, import a client list from another system on the website, and download all clients to an Excel file — on Pro.
Everyone who books online lands in your list by themselves. A client who called or walked in you add by hand — or straight from a new appointment in the calendar, which creates the client too.
In the menu, click “Clients”, then “+ New client”.
Fill in a name and phone, and if you like an email, birthday, tags (comma-separated) and notes.
Tick “Agrees to receive updates and offers” only if the client agreed — the law requires it before any marketing message.
Click “Add”.
Importing from another system
Switching from another booking system? Clients — and appointments — are imported from a file, on the website. The owner and managers do it.
Switch from another systemExporting to Excel
The export downloads your whole client list to a file that opens in Excel: name, phone, email, visits, no-shows, total spent, last visit, tags, birthday, marketing consent and notes. It’s part of the Pro plan, and the owner and managers download it.
In “Clients”, click “Export to Excel”, and the file downloads to your computer.
Clients
Can I import clients from the app?
Importing is done on the website. In the app, the button opens it on the website, signed in.
Why mark marketing consent?
By law, updates and offers go only to people who agreed to them. The consent is kept on the card and appears in the export file too.
Updated: 10 October 2026
Related guides
- The client card: history, notes and photosEverything about a client in one place: appointments and visits, revenue and no-shows, private notes, before-and-after photos, forms and punch cards — and search, sorting, tags.
- Saving clients to your phone’s contactsProEvery client is saved automatically to your phone’s contacts and kept up to date — so you know who’s calling or messaging on WhatsApp. Set it up on each phone, on the Pro plan.
- Booking an appointment for a client from the calendarA client called or messaged? Book them straight from the calendar — an existing or new client, a service, a staff member and a time — and they get a confirmation on WhatsApp.
- Moving from another system: importing clients and appointmentsBring your clients and appointments over from your old system’s export file — Excel, CSV or calendar — without retyping. Or send us the file and we’ll import it for you.
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