Thread Options
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
I am moving from Mind Body to Square and wondering how to transfer my list (PDF format) to My square appointment?
Thank you
Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
1 REPLY 1
While you can import client data with Square Appointments, you can only accomplish this by uploading the information into your Customer Directory with our .CSV template.
The Square Appointments Client List and Customer Directory are the same. Any changes made to the Customer Directory will be reflected in your Appointments Client List, and vice versa.
Check out this article in our Support Center for more information on Managing your Customer Directory Online.
Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report