Import clients and past sessions

Bring clients and past sessions from Calendly, Acuity, a spreadsheet or your calendar, then invoice them.

1. 1

   Step 1: Open Import

   Go to Clients and click Import.

   
2. 2

   Step 2: Paste or upload your clients

   Paste rows from a spreadsheet or upload a CSV. Check the preview, then click the Import button under it.

   

   Tip: Nobody is emailed. Clients with an email already in Appty are kept as they are.

3. 3

   Step 3: Upload past sessions

   Under Past sessions, choose a Calendly or Acuity export, or a simple CSV. You can also read them from a calendar link.

   
4. 4

   Step 4: Check the rows and import

   Match each row to a client and service, fix any price, untick anything you don't want, then click Import past sessions.

   

   Tip: Rows already in Appty (same client and time) are skipped, so it's safe to import twice.

5. 5

   Step 5: Create invoices for these

   Imported sessions are saved as completed and unpaid. Click Create invoices for these to draft one invoice per client.

   
6. 6

   Step 6: Send the drafts

   Open Invoices → Draft and click Send on each one, or open it first to check it.