This is available on Subscription Tiers: 

Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

When switching to Wodify or building out your roster, manually entering every client profile one by one takes valuable time away from running your gym. Client import lets you bring your existing member data into Wodify quickly and accurately — so you can hit the ground running without the administrative burden of starting from scratch.

Pre-requisite Pro-Tip

We now have the ability to import total class sign-ins and total appointment sign-ins for clients!

Note: Import Client template has two new fields at the end of the file: Class Sign Ins & Appointment Sign Ins. If you export an old client template, it will not have these new fields. If you are an existing customer and you want to import past attendance, please follow the below steps.

How to Import Past Attendance for existing Wodify Admins:

1. Bulk select the client you want to update from People > Clients and choose to Export
2. Then remove the User ID column and add two new columns at the end with the names Class Sign Ins & Appointment Sign Ins
3. Import with “Overwrite Existing” toggle on and imported attendance will be populated

Note: Imported Attendance values can be edited on a per client basis from Client Profile > Personal Information tab. If an existing customer is importing attendance for the purposes of updating Milestones, you need to resync relevant milestone groups after importing for those imported attendances to get factored in. This is completed in after the import in People > Achievements > Milestones > Select the Attendance Milestones > Click the 3 dots > Activate & Sync. 

Imported class sign ins and imported appointment sign ins DO NOT create actual calendar or sign-in records in the system. This is simply an absolute value number that updates lifetime attendance and can be used to support the Milestones feature for more accurate attendance counts and not just the attendance while using Wodify

How to Import Client for New Wodify Admins:

1. Head to People > Clients
2. Click Import in the top right corner
3. Click Download Template
4. Enter the appropriate client information in each column of the template that is downloaded.

IMPORTANT: If the client's email already exists in your Wodify environment, a client account will be created but with an automatically generated email alias.  

To complete an import, Wodify requires specific formatting (there can be no blank spaces within most cells). Below are the required fields that must be filled out for a successful import:

• First Name
• Last Name
• Email 
  • For a client without an email address - they will be imported as a Dependent without a Guardian, but you must specify "TRUE" under "Is Dependent".
  • For an client that should be imported as a Dependent with a Guardian, list the Guardian's email address under the "Group" column. Learn more about Groups here.
• Gender - First letter capitalized as either “Male” or “Female”
• Date of Birth - Format as MM/DD/YYYY
• Client Status - “Active” or “Inactive”
• Default Program - Needs to match exactly with a Program listed in your Wodify environment (see Schedule > Programs)
• Default Location - Needs to match exactly with the Wodify environment (see Gym > Locations)

The following fields are optional, and will automatically populate appropriately in the client's profile if not specified:

• State - If one is not specified for US countries, the business's state will be used
• Time Zone - If not specified, the business's time zone will be used
• Is Coach, Is Admin, Is Manager - Must be 'TRUE' or 'FALSE' but, if empty, will default to 'FALSE'
• Province (if outside the US) - If not specified, business's province will be used
• Country - This is the two-digit country code (ie: US for United States, GB for Great Britain)

After completing your spreadsheet, click Select File and choose your spreadsheet. Note: The clients successfully imported as 'Active' will be active in your system. 

Import Option:

• Overwrite Existing Clients - To avoid duplicating data you should use this option, especially if you're importing the same information more than once with changes. Do not use this option if you are importing new clients that are not currently in your Wodify environment. 

Once you've successfully imported the spreadsheets, the clients will be live in your Wodify environment.