Go to Customers
Press New Customer
Add the Customer Details
If you add Notes these will be appear on all of the customers booking records. This can be helpful for things like gate pins, or access instructions.
Press Create or Create & Create Another
Go to Customers
Press Import Customers
Download the CSV File
The CSV file requires you to put your customer data in the columns it provides. At a minimum a customer record must have a first name, last name, and an email address. Everything else is optional.
Upload the Completed CSV
Press Import
The import will run in the background and you’ll receive a notification in Taskly when it has been completed.
If there are errors with your file, these will be excluded from the import and you can download an error file specifying the reason for each exclusion in the notifications menu.
