To import clients into your environment:

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.

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)

IMPORTANT: If the client's email already exists in your Wodify environment, an 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)

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.  

After completing your spreadsheet, click Select File and choose your spreadsheet. Note: The clients successfully imported as 'Active' will be active in your system. For Legacy customers, these accounts will be included in your client count on your Wodify monthly statement.

There are two Import Options:

• 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. 
• Send Welcome Email - By choosing this option an email will automatically be sent with username and password credentials to the imported clients, so they can start using Wodify. This action can also be completed manually through each client's profile.

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

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Wodify allows you to add clients to your Wodify environment by importing them from a spreadsheet!

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 an 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 01/01/2000
• 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)

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.