How to import notes & appointment history into Cojilio (Import Client Notes/History into Cojilio)

All Client Notes and Appointment History can be included in the "Notes" column of the Cojilio Customer Import Template - This will allow you to import any relevant or important information for a specific client into the system.

How to: Add Notes during Client Import

• In the Customer Import Templates "Notes" column, add any relevant notes or appointment history 

 

How to: Import Client List into Cojilio

Login to your Online Portal 

• Click Customers in the side menu 
• Click Import Client List
• Click Upload New Clients
• Upload a .csv customer list file
  • Click Choose File if your client list is in the correct template and format 
  • Click Download the Customer Import Template if you need to use the template to ensure you have the correct format
• Click Next

For an in-depth walk-through on the Client Import, refer to this Help Guide: Client Import - Full Tutorial

 

How to: View imported Client Notes in Cojilio + Add New Notes

You can view Client Notes in your Online Portal or Online Calendar.

Option #1: In your Online Calendar:

• Search for the customer
• Click on their name
• Their Customer Profile will display
• Click the Notes tab to view imported notes/appointment history

Option #2: In your Online Portal:

• Click Customers in the side menu
• Search for the imported customer
• Click on their name
• Their Customer Profile will display
• Scroll down to the Customer Notes section to view imported notes/appointment history