Your client list
Add clients one at a time, import a spreadsheet or contacts file, and invite clients with a link.
Your clients live under Clients in your business dashboard on the website, with their horses and bookings.
Add a client
- Go to Clients and tap Add Client.
- Enter their email and first name (last name and phone are optional).
- Save. The client is added to your list, and nothing is sent to them.
Finding a client's existing TrottOn account and linking their horses to your business is coming soon.
Import clients
Go to Import Clients. Choose a spreadsheet (CSV, XLSX, XLS or TSV) or a contacts file (vCard, for example from Apple Contacts). Then:
- Match your columns to TrottOn's fields, or apply a preset such as a livery yard register.
- Check the cleaned preview. For each row you can skip an exact duplicate, merge a probable match, create a new client or update an existing one.
- Finish the import and go back to your clients.
Invite clients
Go to Invite Clients to get a personal link and QR code to share with your riders. You can put the QR code up at your yard, or open an email to a client with the link ready to send from your own email app.
Seeing which link brought each sign-up, and counting taps and scans, is coming soon. Your links already work.