video1.0<iframe src="https://www.loom.com/embed/92d804a5e4dc43f7bb09abce06713565" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/92d804a5e4dc43f7bb09abce06713565-c89824df95575595.gif102.913In this video, I walk you through the process of uploading a client list. First, you'll need to download your client list as either an Excel or CSV file. Once downloaded, go to the clients section, click on 'upload client list,' and select your file. After a few minutes, you'll see all your clients listed, and you can add notes or additional clients as needed. If you have any new clients to add after the upload, simply click on 'plus new' and fill in their details, even if you need to use a placeholder email.