Can I bulk upload multiple clients at once?
Easily add a large number of clients at once.
Why Use This Feature?
Bulk uploading is a fast and efficient way to get all your clients into LegitFit in one go. This saves time, especially if you have a large number of clients to add to the system.
Step-by-Step Instructions
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Prepare your spreadsheet in the correct format (each field must be in the correct column):
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Column A: First Name
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Column B: Last Name
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Column C: Email Address
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Download the spreadsheet as a .csv file.
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Go to the Clients tab on your LegitFit profile.
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Click the Add Clients button and select Multiple Clients.
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Choose the .csv file and click Confirm. Do not leave or refresh the page until the upload is complete.
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Successfully added clients will show a green tick. Errors will show a red exclamation mark. Hover over the icon to view the error, and add the client manually if needed.
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Under the client’s profile, it will show Not Approved until the client accepts the invite.
The required fields must be in the exact columns listed above, or the upload will fail.
What Happens Next
Your clients will appear in your client list immediately. Each client will receive an email inviting them to join your business on LegitFit. They click the link, set a password, and their profile is activated. Only then can they log in through the mobile app.
Once they accept the invite, you’ll be able to assign memberships, send messages, book them into sessions, and take payments directly from their profile.
Success Tip
If you’d like to add extra details (such as mobile number, date of birth, gender, current memberships/packages, or remaining credits), speak to your onboarding specialist for more information.