If you are transferring clients from a spreadsheet and want to add multiple clients at once, you have the ability to do with our bulk client upload functionality.
Navigate to Clients tab and click Add Client > Add multiple clients(CSV)
Download the CSV file. This file includes an example row with pre-filled data to guide you.
Fill in the required fields: First name, Last name, Email, and Phone number. All other fields are optional.
Save the file as a CSV.
Upload the CSV file. You can either drag and drop the file or click the "Upload file" button.
Review your upload:
Successfully uploaded: Records uploaded without errors appear here.
Needs your review: Records with formatting errors appear here. You can fix these errors directly within Therasee.
Fix any formatting errors:
Click the edit icon next to a record to see the specific error.
Make the necessary changes and click "Save changes & refresh".
Fixed records will move to the "Successfully uploaded" section.
Click "Continue" to finish the registration for all clients.
