Invite Your Clients to Connect

If you are a company account that sells coaching services (vendor) you can use the bulk upload feature to upload all of your clients with ease.

  • From your Clients page click Create New.

  • Select the type of client: Admins can choose from an individual client or a client company by clicking the "Create New" button and selecting "Upload CSV File".

  • Each option will have a downloadable .CSV template that can be used to bulk upload your clients. (Please note that client companies and individual clients must be uploaded on separate .CSV files.

Individual Clients

To bulk upload your individual clients the first step is to download the template by clicking the "Download CSV Template" button. Next you will need to fill out all of the columns on the template, you can not leave any blank.

Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.

Client Company

To bulk upload your client companies the first step is to download the template by clicking the "Download CSV Template" button. Next you will need to fill out the columns on the template, adding a contact email is optional.

Please note: The send_invite column will require a binary input. If you would like us to send and invite you will need to enter 1, if you would not like an invite to be sent you should enter 0.

Uploading Template

Now that your templates are completed you will need to upload them. You can do this by clicking the "Create New" button on the clients tab and selecting "Upload CSV File". You will then click on the type of client you are uploading, and use the file picker, or drag and drop your template into the space.

Please note: You will need to repeat this process if you are uploading multiple templates.


Congratulations! You should now have your clients uploaded!

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