Genbook’s Customer Invitation Tool makes inviting your clients to make their appointments online quick and easy.
Go to your Settings tab and click on the “Invite your clients to schedule their appointments online” box at the bottom right of your screen.
To import, first click “Retrieve Contacts”.
Next, enter your email address and password for the account from which you want to import contacts. (Don’t worry, Genbook won’t store your email password or access your email. We only need it to access your contact list.)
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If you select to import a CSV file from your computer, make sure the first three columns of the document are First Name, Last Name and Email Address, for the import to work smoothly.
Next, select which of your contacts you wish to add to the invite list.
On the final page, you’ll see the email addresses of all the people you successfully invited to book online with your business. All of these contacts are also automatically added to your Customer Database (found in the Customers tab).