How do I import several clients from a CSV?
Import a CSV, then check the imported records before sending work.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Clients → Import CSV.
Check the remaining client capacity shown on the page.
Upload your CSV file and choose Import Clients.
Read the import result and any validation errors. Open the imported profiles to verify names, email addresses, and delivery preferences.
How you know it worked
Valid imported clients appear in Clients. Resolve reported errors before attempting another import.
If something looks different
If the file fails, check its column headings and email values against the validation feedback. Do not repeatedly import without checking for existing records.
How do I add a client and choose their delivery channel?
Store the contact details for the channel your client actually uses.