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.

Updated on: 23/10/2026