If you want to make the most of your Treatwell partnership, adding all your clients in Connect is one of the first things you’ll want to do. And we don’t just mean their names – but their details (like email addresses or phone numbers), too.
Why? First of all, we will never charge you commission for when these clients return. And, with an up-to-date client list – you get a lot more value from Treatwell.
When those details are in, we can:
- Send emails and texts confirming and reminding your clients about their bookings – so they wouldn’t forget, and you would see fewer no-shows
- Send them invites to rebook so that you can get more repeats
- Reach out with custom marketing campaigns to get them coming back more often
So, you get to spend more time doing what you love, while we’re actively working to fill your days with great clients. Let’s look at how it’s done.
Add all clients in one go
We have simplified the process so that you can reap the benefits of having all your clients in Connect – and more time on your hands.
Follow these steps to add your client list:
1. Go to Connect on your desktop, and click on Clients.
2. Click Add, then Import from file
3. Download the template and fill in your clients’ details
4. Upload the template to Connect. Done!
How to fill in the template
Open the template in Excel, Google Sheets or any other spreadsheet software.
Our template allows you to fill in as much information about your clients as possible – because the more information you have, the more customised your messages.
That said, if you don’t have some of this information – don’t worry, just fill in the mandatory fields (A or BC, and D or E).
The first three columns are for your client’s name. You can either type their full name in column A – or first and last name in columns B and C.
A – Full name
B – First name
C – Last name
Next, add their contact details. Remember that adding these means you benefit from appointment confirmations, reminders, invites to rebook – and much more. Add both phone number and email address to stay in touch with your clients most effectively. Adding at least one is mandatory.
D - Phone Number
E - Email Address
Column F is there to help you note down anything about your client that’s worth remembering. Use this column to jot down their past treatments, allergies, preferences or anything else you think they’d appreciate you remembering.
F - Notes
Column G is where you mark whether your clients are happy to receive marketing messages. Rest assured, we will never reach out to anyone who has opted out of receiving marketing messages – so make sure you use column G to provide this information.
G - Marketing consent
Next, it’s gender and language. Entering your client’s language is important because that way we know what language the communication should be in. When it comes to gender, the more we know about your clients, the more tailored and effective the messages can be.
H - Gender
I - Language
Last but not least – it’s their birthday. You can either enter their full date of birth in column J or their birth month and day of the month in columns K and M.
J - Date of birth
K - Birth month
M - Day of the month
When these are filled in, save it as an XLSX file – and upload it.
What happens next?
Once your clients are in the system, you’ll start getting more value from Connect right away – from booking confirmations to invites to rebook. Remember that you decide what your clients should receive, and when. But once you give us the green light, we’ll do the work for you.
What if something goes wrong?
We hope that this step-by-step guide will help you add your clients to Connect without any problems. But if anything goes wrong, contact us, and we will be happy to help.