Q: Do I need to include all four fields (first name, last name, email, phone)?
A: Yes, we recommend including all four fields to get the most out of the Recommender tool. If one field is missing (such as a phone number), your file may still upload, but having full details allows for better functionality down the line.
Q: What file format should my client list be in?
A: You can upload your list as a .CSV, .XLSX, or .VCF file. We recommend CSV for the smoothest experience across devices.
Q: Can I upload just a few clients now and more later?
A: Absolutely! You can add more clients anytime. You have two options:
- Use the “Add Clients” button in the Recommender and select “Import” to upload a new file
- Or, select “Add Manually” to enter individual clients one at a time
Both options are always available—choose whatever works best for you!
Q: What happens if I accidentally upload duplicate clients or need to edit a client’s information?
A: The system uses the client’s email address—not their name—to identify duplicates. If a duplicate is detected based on email, the system will not upload it again.
If you need help with a duplicate or want to update a client’s information, just email us at support@salonhq.co, and our team will be happy to assist you.
Q: My file won’t upload—what should I check?
A: Make sure:
- Your file is saved as a CSV, XLSX, or VCF
- The file includes clear column headers (First Name, Last Name, Email, Phone Number)
- There are no extra rows or symbols
If you’re still having trouble, email us at support@salonhq.co and we’ll help!
For step-by-step instructions on uploading your client list, check out our How to Upload Your Client List to the Recommender Tool.