How do I import clients from a csv file?

To import clients from a .csv file:

1. Select Clients
2. Select Add Clients in the top tight hand corner
3. If needed, download the CSV template to view the formatting required
4. Drag your .csv file to the box where it is indicated or select the box to choose a file from your device
5. Select Upload
6. You will be shown a preview of your data in the format it will be imported. Please double check that all the information you input is correct.
7. Select Import
8. You will be notified when the import is complete, and can now go back to your Clients list or import another csv