Import your Client List from Other Apps. Never Lose a Single Client

Congratulations on signing up to upKeep, the number one platform to easily manage your schedule, gain new clients, interact with customers and send out mass promotions, and just much more.

Congratulations on signing up to upKeep, the number one platform to easily manage your schedule, gain new clients, interact with customers and send out mass promotions, and just much more.

Now that you've signed up, added the services you offer, set your work schedule and holidays, it is time to keep your current list of clients. 

At upKeep, we value your relationships, hence you'll have all of your contacts in one place. To do so, there are several ways to manage your client list:

1. When a client books you, your services for the first time, they're automatically added to your Client List, which you can view, edit and update at anytime. Whenever they update their contact information and preferences, your list is also automatically updated.
2. You can also manually add clients from the provider app.
3. And to make it better, just with a few clicks, you can import your clients from any other platform you're currently using.

What are the advantages?

• You’ll have all your clients’ contact details in one place, ready for any time you need to reach them and also for any marketing campaigns you’ll want to run. Plus every time a new client books with you, their details will automatically get added to your upKeep client list. No more writing down email addresses and mobile numbers on paper.
• You can easily track important client details. Updated in real-time, your client feed gives you instant access to their appointments, cancellations, forms, purchases, and much more. You can also manually log any information you think is important for the client, and attach files (including photos!) to track the progress of treatments.
• It’s much more secure. A digital database is much more secure than a paper diary. At upKeep, we take security very seriously. Your data won’t be shared with anyone and gets backed up every five minutes on our encrypted cloud database. Plus, our system uses SSL security and our hardware has top-of-the-range firewalls.
• We will automatically clean up duplicate data. It's a good idea to merge any duplicate client profiles you have on your client list so you can accurately track their appointment history and any upcoming bookings they might have.

If you're still having any issues importing your current clients list (from any other booking app, database, etc.), please reach out to us and we will assign a tech to help you with this.