Import your client list

Switching software shouldn’t mean starting your client book from zero. Export a CSV from your old system, upload it, and your book arrives intact.

What you’ll need

A CSV export of your clients. Every booking platform has one:

• Fresha: Clients → export.
• Square: Customers → Import/export → Export.
• Booksy: ask their support for a client export.
• Vagaro: Reports → customer list export.
• Or any spreadsheet saved as CSV with a header row: name, email, phone.

Import it

1. Go to Clients and click Import (owners only).
2. Upload the CSV, up to 5,000 rows.
3. Check the column mapping. Rezzy auto-detects the usual headers; fix any it guessed wrong, and skip columns you don’t want.
4. Choose what to do about text/marketing consent: default is imported clients start unconsented, which is the safe choice unless your export has a real consent column.
5. Review the preview, then confirm.

Rezzy guesses the mapping from your headers; you confirm before anything imports.

Nothing imports until you confirm the mapping, and the whole import can be undone for 7 days.

How Rezzy handles your data

• Existing clients are matched by email and never overwritten: a match only fills in blanks, like a missing phone number. Your one source of truth stays true.
• New clients arrive tagged imported, so you can filter them.
• Nobody gets emailed. Importing is silent; no welcome messages, no marketing, nothing leaves the building.

If it went wrong

Open the import result page and click undo. Imported clients are archived; anyone who has booked since stays put. Then fix the CSV and run it again.

Leaving is just as easy as arriving: export your client list any time, on any plan.