If you already have a CSV file of contacts, you can easily import that list into the Clients section of Studio!
Import Clients
Navigate to Clients using the side menu, and click Import Clients.
On the next screen, you'll be able to open your files so and select the CSV file.
If you don't already have your contacts organized in a CSV, you can download the CSV Template we've provided and fill in the applicable fields. From there, you can import the list by following the same steps above!
Create a New Client
If you're starting from scratch or need to add a new client, you can click the Add Client button in the top-right corner. Add your client's first and last name, email, telephone, address, and company name (if applicable).
The name and email address fields are required to save a new Client. All other fields are optional.
If you need to edit, email, or delete a client, you can do that by clicking the three dots to the far right of that client's listing:
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
