How do I upload a client list to Tuft?

Last updated: October 4, 2024

Please note: If you are just setting up your profile, make sure that uploading your clients is the last step in the process, as they will be notified that you are now part of Tuft. If you haven’t filled out the rest of your profile, they wont be able to find you!

Here’s how to upload single or multiple clients:

  • Navigate to the clients section of the system, you’ll find this right at the top of the screen, it looks a bit like this:
  • Next you’ll want to either upload a single client ( handy for new walk-ins) or bulk upload your previous database of contacts. First, lets start with uploading just 1 client.

Uploading a single client

  • Locate the “Add New Client” button on the right hand of your screen, it looks a bit like this:

Fill out both the Client and the pet details, once an email address or phone number is entered here, the client will receive a notification encouraging them to download the app and book you directly.

You don’t have to fill out all the pet details if you don’t have them to hand, when the owner creates a profile, they will be asked to confirm their pets details. They can fill out the profile completely which will automatically update your records.

Uploading multiple (bulk) client:

If you’re transferring to Tuft from another software or a paper-based system, we’ve made it easy to add all your clients in one go. Follow the steps below based on your current system.

– Transferring from Another Software

To transfer your data from another software, request an export of your client data in a spreadsheet format. Once you have the spreadsheet, simply contact us, and we’ll take care of uploading the data for you.

– Transferring from a Paper-Based System

If you’re using a paper-based system, please manually add your client and pet data to a spreadsheet. Ensure that the following required information is included for each record.

Required Data

For each client record, you’ll need:

  1. First Name
  2. Surname
  3. Country Code
  4. Contact Number
  5. Email
  6. Address
  7. Emergency Contact Name
  8. Emergency Contact Number
  9. Notes (if necessary)

For each pet record, you’ll need:

  1. Pet Name
  2. Gender
  3. Date of Birth (DOB)
  4. Breed (You can select from the dropdown list)
  5. Spayed/Neutered Status