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Import clients from a spreadsheet

Bring a whole client list across from Excel, Numbers or Google Sheets.

On Clients, tap Import.

  1. Get your list ready. One row per client, with a name, email and date of birth. Phone, address, emergency contact, membership and when they joined are optional. Under-18s also need a parent or guardian's name and email. Download a template if you're starting from scratch.
  2. Save it as CSV. In Excel or Numbers, use Save As or Export and choose CSV. In Google Sheets, File, Download, CSV.
  3. Choose the file and match the columns. Ironlark guesses which column is which from your headings; check the name, email and date of birth.
  4. Check the rows. Anything that needs fixing is listed with the reason (a missing email, a date it can't read, someone already on your list). Those rows are skipped.
  5. Invite. Each person gets an invite email straight away, and their details are filled in on their Details tab.

Dates are read the UK way (31/01/1990). You can import the same file again after fixing it: people already invited are skipped.

Still stuck? Email [email protected].