Clients
Bring your clients into Carepatron
Paste a few, add one by hand, or import from your current tool.
Your clients
Clients added to your workspace
1
Paste a few
Fastest if your clients are in your head, an email, or a doc.
2
Switching from another tool?
We match your fields automatically, and you review everything before it saves.
SimplePractice export
Export your clients from SimplePractice as a CSV, then upload it here.
Review your columns before importing
We matched your columns automatically. Required fields are flagged. Anything already in your workspace is skipped, not duplicated.
Client nameFull nameRequired
Email addressEmailRequired
MobilePhoneOptional
or
Prefer we move them for you?
Book a migration call and we will help you move your clients across.
3
Add a client manually
One at a time. Good for adding your very first client right now.
Adding a real client ticks the "Add your clients" setup step