There are two options to add customers into your customer list on Fitli. You can either add them manually or you can provide us with a customer list and we'll import it for you.
Importing your customers into the platform will automatically send out email notifications inviting them to sign up with Fitli. Unfortunately, we don’t have a switch to turn this notifications off. Note that this email is not an announcement as much as it is an invitation to sign up with a custom link. This is the best way for them to create an account, if they choose to do so. This will also make it easier for you to invite them since you don't have to send your customers email one by one.
You can provide us a mailing list, Excel spreadsheet, .csv file, any type of file that contains the information we need to add your customers.
Here's an example of the information needed to add your customers:
First name
Last name
Email address
Mobile phone number
Joe Smith - joe@fitli.com - 555-555-1212
In addition, we can also import existing session and package information! To do this, we need some type of report, spreadsheet or records showing which clients have WHAT remaining. For example:
Joe Smith - 5 sessions of Hot Yoga - Expires 5/30/19
Depending on what previous software you were using, you may be able to obtain this data.
That's about it! Any questions? Chat with us at fitli.com or send us an email to support@fitli.com