Customers, services and contracts. Import instantly and get going on PocketSuite in minutes.


CUSTOMERS

1)  Download the customer import template file below.

2)  Enter any and all client contact details.

3)  Send an email to import@app.pocketsuite.io with your filled-out client CSV file attached.

your CLIENTS will appear in pocketsuite in minutes...


SERVICES

1)  Download the services import template file below.

2)  Enter the core details of any service you offer, including title, price, deposit and description.

3)  Send an email to support@pocketsuite.io with your filled-out service CSV file attached.

your SERvices will appear in pocketsuite in minutes...


Import your FORMS/QUESTIONNAIRES

**Premium Only Feature**

1)  Download the forms import template file below.

2)  Enter the details of any form or questionnaire you would like clients to fill out.

3)  Send an email to support@pocketsuite.io with your filled-out forms CSV file attached.

YOUR SERVICES WILL APPEAR IN POCKETSUITE IN MINUTES...


CONTRACTS

1)  Paste or save down your contract into a Word document from your desktop.

2)  Send an email to support@pocketsuite.io with your contracts or waivers attached in Word documents.

your contracts will appear in pocketsuite in minutes...


Learn more about setting up in PocketSuite by watching our brief video below: