How to Add Clients and Bulk Import

Whether you're onboarding your first client or importing your full roster, this tutorial walks you through every way to add clients into Coach Builder Software, including how to set up your first group. In this tutorial, you'll learn how to: 0:00 Add a new client manually 0:21 Fill in client details 0:33 Send a client invitation 0:59 Bulk import clients using a CSV file 1:28 Match CSV columns to client fields 2:20 Create a group and add members – GET STARTED – ► Start your free 30-day trial: https://coachbuildersoftware.com – LEARN MORE ABOUT COACH BUILDER SOFTWARE – Coach Builder Software is the all-in-one coaching platform that brings your sessions, notes, scheduling, and client communication into one simple system. Manage less. Coach more. ► Explore: https://coachbuildersoftware.com