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Adding Customers
Learn how to manually create client records in WellDesk — capturing contact details, notes, and preferences to personalise every appointment.
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Importing Customers from CSV
Bulk-import your existing client list into WellDesk using a CSV file — map columns, preview results, and handle duplicate records during import.
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Customer Records
Learn how to view client booking history, edit customer details, add notes, and use customer records to deliver personalised service in WellDesk.