Client List Manager
On your ProClient dashboard, click on the gear icon next to “Account” on the header. You will see a page with several action buttons. Click on the one that reads “Users.”
Import Action Button
You will see a page that lists all clients with existing profiles in your ProClient system. Click on the button that says “Import.”
You will be asked to choose a file from your computer. This file should be in the form of a Microsoft Excel spreadsheet.
Sample User Sheet
If you are not sure how to format such a spreadsheet, download a Sample User Sheet and open it on your computer. The sheet will show that client data should be divided into the following columns on the sheet:
- First name
- Last name
- Phone 1
Excel Sheet Import
If you have a spreadsheet in the correct format, select the appropriate file and click “Import Excel Sheet.” The Client List in your ProClient system will be populated with the sheet data.