When setting up your account, import your client list before using Online bookings to schedule appointments effortlessly and prevent being charged a Marketplace new Client fee for your existing clients (this one-time fee only applies to brand new clients brought to you through our Fresha marketplace).
How to import your client list:
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Go to Clients and select Client list.
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Click on Options and select Import Clients.
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If you have an existing client list in a CSV format, click Upload CSV file or drag and drop this into the purple box from your device’s files.
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If you don’t have an existing client list file, click Download template and fill this in with your client information before using the above step to upload.
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Once your file has been uploaded, review the columns in your Fresha client list. Fresha will automatically match the column headers to the ones on your file. You can change these using the drop-down boxes before clicking Next step.
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Review your client list preview to check that all the fields are correct. Any errors will result in that row not being imported.
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If any edits are needed, click Previous, and delete your client list file before re-uploading the corrected file.
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If you’re happy with your client list, click Start import.
When you see ‘Import successful’ on-screen, click Done to return to your Client list.
NOTE:
- Addresses can’t be imported onto the Fresha Client list. To include this information, add the address under the Client notes column.
- Once you upload your client list file, we’ll process this to check for any errors. If the file fails to upload, check that your file matches Fresha’s import requirements using the information provided and try uploading again.
- Importing your client list may take a couple of seconds. If you close the tab, the upload will continue in the background.
Importing your client list FAQs
1. On my Client list, which fields can I import?
You can import the following fields per client.
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2. Which client fields are required?
The First name field is mandatory for importing a client. We recommend including an email address or mobile number so that appointment updates can be sent to your clients.
3. Can I import client addresses on my Client list?
Addresses can’t be imported onto the Fresha Client list. To include a client's address, add this information under the Client notes column or add an address to individual client profiles when needed.
4. Will duplicates be flagged up?
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You can use the following format: DD-MM-YYYY
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If you’re from the United States, Panama or the Philippines, use the following format: MM-DD-YYYY
You can use the following dividers between the day, month and year:
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: e.g. 01:03:2002
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/ e.g. 01/03/2002
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\ e.g. 01\03\2002
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- e.g. 01-03-2002
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. e.g. 01.03.2002
5. Will duplicates be flagged up?
The system will check for identical email addresses or phone numbers and mark these as duplicates. Names are not considered duplicates because clients may have the same name.
E.g.
❌ Duplicates ❌
| Name | Email Address | Telephone Number |
| John Smith | johnsmith@example.com | +44 113 496 0000 |
| Jonny Smith | johnsmith@example.com | NA |
| Name | Email Address | Telephone Number |
| John Smith | johnsmith@example.com | NA |
| Jonny Smith | johnsmith@example.com | NA |
| Email Address | Telephone Number | |
| John Smith | johnsmith@example.com | +44 113 496 0000 |
| Jonny Smith | NA | +44 113 496 0000 |
✅ Non-Duplicates ✅
| Name | Email Address | Telephone Number |
| John Smith | NA | +44 113 496 0000 |
| John Smith | johnsmith@example.com | NA |
Team members will need access to the Client section of Fresha to import clients. You can manage their Permissions through your Settings under Permissions.
7. What should I do if there is an error while uploading my Client list file?
If the upload fails, check your completed file matches the Fresha template and try again. Any errors will be listed, and there will be an option to download these as a CSV. Once these errors have been fixed, you can try to import the file again.
