If you're transferring your Business from Square, you can export your Clients from that account so that you can seamlessly import their contact information into MassageBook.
The following types of data that are exported from Square can be imported into MassageBook:
- First Name
- Last Name
- Email Address
- Phone Number
- Address 1
- Address 2
- Postal Code
- Memo (Notes)
To export your Clients as a CSV (comma-separated values) file from Square:
- Sign in to your online Square account to open your Square Dashboard.
- Select Customers in the options menu on the left.
- Select Directory.
- Select Import/Export to expand the menu.
- Select Export Customers.
- Select All Customers.
- Select Export to build the report.
- Select Download to save the file to your device.
Once you've saved the file and located it on your device, you can import it into the Clients section of your Business Profile in MassageBook.
To learn how to import Clients, go here.