Add or import customers

Most customers add themselves by scanning your QR code. You can also add people yourself.

Where: Dashboard, Customers in the left-hand menu.

Add one customer#

1. Open Customers and click Add Customers.
2. Fill in the form: last name, first name, contact number, email address and date of birth.
3. Save. The customer appears in the table.

Then send them their install link so they can add the card to their phone. Open their profile and use the Copy button next to the install link.

Import many customers from a file#

Use this when you already have a customer list in Excel or Google Sheets.

1. Open Customers and click Import.
2. Download the import template. It is a CSV file with the right columns.
3. Open it in Excel or Google Sheets, fill in your customers, and save it as a CSV file.
4. Back in the import box, click Select file, choose your CSV, and start the import.
5. The imported customers appear in the table.

Export your customers#

Click Export on the Customers page to download your customer list. This is useful for backups or for analysis in a spreadsheet.