How do I import my member list from a spreadsheet?

Path: Members › Import (in the row of actions at the top, next to Export).

On a phone the button is not in that row. Open Filters, and Import members is at the bottom of the sheet.

Importing needs the Manage members permission. The owner, the admins and the front desk have it. A coach does not, by default.

Path: Members › Template (the button next to Import and Export). On a phone it is Download template, at the bottom of the Filters sheet.

The template downloads with the exact headers the import understands and one example row filled with your own plan names. Fill it in, save it as CSV, and it loads back without a single rename.

The headers are in English on purpose. They are what the import matches on, so translating them breaks the round trip.

The first line of the file must be a header line. Upper case, lower case, underscores and spaces around the names do not matter, and neither does the order of the columns.

These are read, and this list is complete: Name, Email, Phone, First name, Last name, Plan, Start, Renewal, Credits, Credits left, Status, Joined, Birthdate, Notes, Tags. Four more are accepted for a restore: ID, Plan label, Paid, Member status.

Only Name is mandatory. If no column is called Name, the import stops immediately and nothing is created. Lines with an empty name cell are skipped and counted.

Picking the file does not import it. A Review before importing window opens first: the columns that were recognised, the columns that will be IGNORED shown exactly as they are written in your file, and the first five rows.

The import only starts when you press the Import button inside that window.

The import does not blindly create. For each line it looks for an existing member, first by ID if your file carries one, then by email, then by phone number. When it finds one, it UPDATES that member instead of making a second record.

The existing profile is used as the base, so a column your file does not carry is not wiped. Re-importing a file with only the phone numbers corrected keeps the LINE link, the consent date, the emergency contact and the join date of everyone it touches.

The same is true for memberships: a membership with the same plan and the same start date is not created twice.

The Plan cell can hold either the internal key of one of your membership products or the label you see on screen. Both work, which is what makes an exported list re-importable.

When the cell matches, a membership is created with that plan, its price, its classes and its end date. When it matches nothing, the member is still created or updated, the line is counted as skipped, and no membership is attached.

Credits and Credits left are read as the total and the remainder. Paid accepts an amount, or simply yes to mark the plan settled at its catalogue price.

The toast reports four numbers: members created, memberships created, rows merged into an existing member, and rows skipped. It reports what happened on the server, not the number of lines in your file.

A file is read up to two thousand lines. Above that, split it and import the parts one after the other.

The join date comes from the Joined column when your file has one. Without that column, the member is recorded as joining today, which shifts their seniority, your retention figures and any birthday or anniversary automation.

No waiver is signed. Every imported member lands in the Waiver missing count on the dashboard, which is the right place to work through them afterwards.