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# Manage your Clients list

The **Clients** page is your list of families and leads, with their contact details, status and booking history with your center.

## Open your Clients list

On a computer, click **Clients** in the left sidebar under **Operations**. On the phone app, tap **More** in the bottom tab bar, then **Clients**.

## How families get on the list

- You add them one by one, or import a file.
- They join DropIn with your referral code or QR code.
- They book with you or send you an inquiry.

Each row shows where the client came from, for example **Added manually**, **Imported**, **From a booking**, **From an inquiry**, **Referral code** or **QR code**.

## Add one client

1. Tap **+ Add client**.
2. Enter a first name, last name, email and phone. You need at least a first name or an email.
3. Tap **Add client**.

## Import a list

1. Tap **Import**.
2. Choose a CSV or Excel file (CSV, XLS or XLSX). The first row must hold the column headers.
3. Match each column to a field, such as **First name**, **Email** or **Phone**. Set columns you do not need to **Ignore**. Map at least a name or an email column.
4. Tick the box to confirm you have permission to share these contacts with DropIn.
5. Optional: tick the second box if these families gave written consent to receive text messages. Without it, families are contacted by email only.
6. Tap the import button (it shows the number of clients, for example **Import 25 clients**). Duplicates are skipped.

Families on your list who later join DropIn with the same verified email or phone get a free day at your center.

## Find and filter clients

Use **Search name or email** to find a client. Use the status menu to show only **Lead**, **Registered**, **Active** or **Inactive** clients.

## Open a client record

Tap a client to see their details. For a family that is on DropIn, you also see **Total bookings**, **Upcoming**, **Completed**, **Total spent**, their bookings and any reviews they left. A lead who has not joined yet shows "This lead hasn't joined DropIn yet".

Tap **Edit** to change contact details, the status or **Notes**. Notes are private to your center.

## Delete clients

- One client: open the record and tap **Delete**.
- Several clients: tick them in the list, then tap **Delete**.

Deleting removes the entry from your list only. It does not affect bookings or the family's DropIn account. A family may come back on the list if they book with you again.

## Need help?

Chat with us: click the chat bubble in the bottom-right corner, or click your name at the bottom of the left sidebar, then **Help**, then **Contact support**. On the phone, tap **More**, then **Contact support**.