Read Me First


The import process can quickly populate your clients along with their memberships and payments. This process assumes that the data provided is accurate. Data is provided in the form of a Excel template. Each row represents one client. The template file provides a header row that explains the desired data for each column. Please review your templates before submitting them.


For each row in the template, the import process will attempt to create that client. If a client already exists with the same first and last name the row will not be processed. This means you can only run a template through the import process once. Please review your templates before submitting them.


Accessing The Import Feature


  1. From the location's dashboard, click the Setup button at the bottom of the side bar (left hand side).
  2. On the next page, expand the Tools option in the side bar.
  3. Click on the Import Clients option.


Import Process


To complete the import process, follow the instructions provided on the page.