Your customer list builds itself from bookings, but the people who booked with you before BeNotely are worth having from day one: their history shows on their profile, and your first campaign has someone to go to.
Bringing it in
From Customers, press Import, then paste the rows from your spreadsheet. A header row helps but isn't needed. Most systems can export a customer list as a spreadsheet; copy the rows and paste them here.
Telling us what each column is
We guess what each column holds and show you the guess. Fix any we got wrong with the What is it? picker: name, email, mobile, and a few optional extras such as their last visit date and notes. Anything we can't place is left out, never guessed.
What happens to duplicates
Someone already on your list, matched by email or mobile, isn't added twice. Their profile keeps what it has and gains anything the import knows that it didn't. If the same person appears under two slightly different names, the duplicates review finds them afterwards; see Manage your customer list.
Marketing consent
An imported customer isn't subscribed to marketing unless your list says so. If your old system recorded that they opted in, map that column and it carries across; otherwise they arrive with marketing off, and notes about their own appointments still reach them. That keeps your first campaign on the right side of the rules. See Texts and consent.
What if I import the same file twice?
Nothing doubles. Each row is matched against your list first, so a second import only adds the people who weren't there.