Importing clients from another system

If you're moving from another system, you can import your entire client list in one go — no need to re-enter hundreds of records by hand.

What you'll need

A CSV or Excel file with your client records. Most practice management systems (Fresha, Cliniko, Jane App, etc.) can export this from their reports or data export section.

How it works

Go to Clients and click Import clients. Upload your file — the AI will read it and extract names, emails, phone numbers, dates of birth, and notes, regardless of how your file is structured. You review the results before anything is saved.

Clients are deduplicated by phone number, so running the import twice won't create duplicates.

Tips for a clean import

Make sure phone numbers are in a consistent format (the AI handles most variations)
If your export has multiple tabs or sheets, combine them into one before importing
The AI processes up to ~500 clients at once — for larger lists, split into batches