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    Polski

    Add and import client records

    Tulemi BusinessAppointments and clientsAbout 3 min to read

    Use the client list, update contact details, and review CSV imports.

    The Clients area contains contacts for the selected business. A record can appear after a booking or be added by someone with permission.

    Add or edit a single client

    Section titled “Add or edit a single client”
    1. Open Clients. Look for an existing contact first to avoid creating a second record.
    2. Choose to add a client manually or open an existing record for editing.
    3. Check the contact details and save. Open the client profile again to verify the change.

    Import several contacts

    Section titled “Import several contacts”
    1. Choose to add a client and select CSV import. Download the template from the panel.
    2. Prepare a UTF-8 file with email, name, and phone headers. Email is required. Use commas or semicolons and include up to 500 records per file.
    3. Select the file, review the preview, and start the import. Check the summary for imported records, duplicates, and errors.