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How do I add or import customers?

Use Customers to add one customer manually or import a larger customer list.

Written by Manabi
New customer

Use Customers to add one customer manually or import a larger customer list.

Where to find it

Go to Partner dashboard > Customers.

Add one customer

  1. Click New customer.

  2. Add profile details such as name, email, phone, and notes.

  3. Add booking flags if needed, such as blacklist, required deposit, or maximum active bookings.

  4. Add personal and billing details if needed.

  5. Click Save customer.

Import customers

  1. Click Import customers.

  2. Choose Manabi CSV template or Salonic export.

  3. Upload a .csv, .xls, or .xlsx file.

  4. Continue through Source, Upload, and Review.

Important

Customer import needs a correctly formatted file. If the file is not accepted, use the Manabi CSV template option.

Related questions

  • How do I add a walk-in customer?

  • Why did customer import fail?

  • What file type can I upload for customer import?

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