Clients

The Clients page lists everyone who has booked at your shop, with their visit count, amount collected, and whether they're a member. Open a client to see their full appointment history and details.

Switching from another tool? You can bring your whole client list with you. Export it as a CSV (or a spreadsheet you save as CSV) and upload it - our importer adapts to whatever columns your file has, so there's no special format to match.

Most systems - Squire, Booksy, Fresha, Vagaro, Square, or even a plain spreadsheet - can export a client or contact list. It's usually under a Clients, Contacts, or Data Export screen; a few (like Booksy) have you request it from their support. However it comes out, the next steps are the same.

How to import

1. 1Export your client list from your current system as a CSV.
2. 2In barber.rsvp, go to Clients and choose Import clients.
3. 3Upload your file. We read its columns and pre-match the ones we recognize.
4. 4Connect each column in your file to the matching field - name, phone, email, or notes - and ignore the rest. Adjust any our guess got wrong.
5. 5Review the preview of what will import, then confirm.

Each client needs a phone number or an email address (either is fine). Rows with neither are skipped and counted for you, so nothing imports half-formed.

Card-on-file doesn't transfer from other systems - those are held by your old processor and can't be exported. You re-collect a card naturally at the client's first visit, so there's nothing to migrate.

If you need to stop someone from booking online - for repeated no-shows, for example - you can block them from their client page.

1. 1Open the client from the Clients page.
2. 2Under Booking access, choose Block from booking and confirm.

A blocked client who tries to book online sees a short message that the shop can't take their booking online, pointing them to call you instead. Lift the block any time with Unblock.