Add andimport clients

Clients who book online

Every online booking is matched to your records by email address. A known address gets the new appointment on the existing record; an unknown one creates a new client with name, email and phone from the booking form. There is nothing to approve.

Add a client by hand

1. Open the client list

   Choose Clients → Clients and select “+ New Client”.

2. Enter the details

   Fill in name and contact; address, notes and further details have their own tabs in the same window.

3. Save

   The client is searchable straight away and can be picked in the calendar.

From the calendar it works the other way round: type a new name into an appointment and choose “Save as new customer”.

Import a CSV file

Most booking apps and spreadsheets can export your client list as a CSV file (Square, Vagaro, Fresha, Excel, Google Sheets). Luvira reads files separated by commas or semicolons, up to 5,000 rows at a time.

1. Open the import

   Choose Administration → Import and stay on the “Customers” tab. Choose the CSV file or paste its content.

2. Map the columns

   Luvira suggests which column is the name, first and last name, email, phone, address, notes and “Client since”. Change any match that is off, or set a column to “don’t import”.

3. Pick the format

   Choose how dates and phone numbers are written: United States (MM/DD/YYYY, numbers without a country code are US numbers) or Germany (DD.MM.YYYY). Luvira preselects the one for your salon’s country.

4. Check, then add

   Select “Check”. You see every row as New, Duplicate or Error with the reason. Then select “Add … records” — only the new rows are added.

Import contacts from screenshots

Moving from another booking app or from your phone’s contacts? Take screenshots of the client list there and let Luvira read them.

1. Open the import

   On the client list select “Import”. The window is called “Screenshot import”.

2. Add the pictures

   Drop screenshots into the field, click to choose them, or paste with Cmd+V or Ctrl+V. PNG, JPG and WEBP work.

3. Let Luvira read them

   Select “Analyze”. Luvira lists every contact it found with name, phone and email.

4. Check and import

   Correct a field or remove a contact you don’t want, then select “Import … contacts”.

Duplicates

If the same person ended up twice — once from a booking, once typed by hand with another email — select both in the list and merge them. Appointments and notes of both records end up on one.