Import members from CSV

Add many members at once by uploading a spreadsheet. Welcome emails default off so you can stage your roster before launch.

1

Upload

Go to Members → Import. Drag in a .csv up to 5MB. Required columns are Name (one column or First+Last) and Email.

2

Map

Klasly auto-detects column headers (Mindbody / Zen Planner / WellnessLiving / spreadsheet exports all work) — auto-detected fields show an "Auto-detected" badge. WellnessLiving exports are automatically parsed: the multi-line Client column is split into Name, Email, and Phone; system rows are filtered out; duplicate members with multiple passes are merged with pass details in Notes. When WellnessLiving format is detected, you'll see a "Skip cancelled members" toggle that drops anyone with status code "L" (cancelled). Optional columns: Phone, Date of Birth, Gender, Address, Referred By, Plan Type, Credits, Status, Is Minor, Guardian Email, Notes.

3

Review

Set defaults (plan type / credits / status) for rows where the column is blank. Decide whether to send a welcome email (defaults OFF) and whether to mark all imported members as "Waiver Signed" — useful when migrating from a system where waivers were already collected.

4

Done

See imported / skipped / error counts. Failed rows can be exported as a CSV ("Download errors as CSV") so you can fix and re-import.

Tips
  • • Migrating a lot of data and want help? Email your raw export to support@klasly.app — for large or messy imports, we can clean and load the data directly so you don't have to wrestle with column mapping.
  • • Recommended migration workflow: (1) import existing members with welcome emails OFF and waiver-signed ON, (2) finish setting up waivers / passes / schedule, (3) when ready to launch, send invitations from the Members page or re-import a batch with the toggle ON.
  • • The new required-at-create fields (Phone, Date of Birth, Gender) are optional in the importer so legacy data still flows through.
  • • Dates accept ISO (1992-04-15), US (4/15/1992), EU (15/4/1992), and human-readable ("Apr 15, 1992") formats. Gender accepts female / male / prefer_not_to_say (or single-letter F / M).
  • • Click Download template on the upload step to get a sample CSV with all supported columns and three sample rows including a minor with a separate guardian email.
  • • If a row's email matches someone already in your studio (e.g., an instructor), a member record is created for that person — they won't be skipped or cause an error. This makes it easy to give existing instructors or staff a member role too.

Related articles