How to import clients and other data

  • The ClinicSense Customer Support Team is excited to help with your data import!
  • Please read this guide for details on how to start the process

What can be imported

  • Your list of clients
  • Your appointments calendar
  • Your gift certificates
  • Your clients' files (i.e. treatment notes, completed forms, etc.)

What to send

  • Spreadsheet of your clients list (Excel or CSV file)
  • Spreadsheet of your appointments list (Excel or CSV file)
  • Spreadsheet of your gift certificates list (Excel or CSV file)
  • Downloadable copies of your client files (i.e. in Google Drive, OneDrive, etc.)

Where to send it

  1. Email the files to support@clinicsense.com
  2. We'll assign a Customer Support Team member to assist you with the process

Import fees

  • For all subscribers, we're happy to import a clients list, free-of-charge
  • For annual subscribers, we can also import all the other data free-of-charge
  • For monthly subscribers, there's a $75 fee per each batch of other data (i.e $75 for appointments, then $75 for gift certificates, etc.)

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