To upload a single contact, click the “Add single contact” button. Then insert your client’s first name, last name and email address in the popup. Then, if this information is all correct, click “Invite contact”.
If you have a large number of clients to add to your contact database, you may prefer the bulk upload function. Click the “Upload contacts” button and you will see a popup (as below). Then click the “Browse” button to find your client database on your computer. To work properly your client database should be a .CSV file and have each client’s email address, first name, and last name in columns A, B and C respectively.