{"id":604,"date":"2025-11-11T10:21:55","date_gmt":"2025-11-11T02:21:55","guid":{"rendered":"https:\/\/fogo365.com\/?p=604"},"modified":"2025-11-11T10:21:55","modified_gmt":"2025-11-11T02:21:55","slug":"how-to-enter-multiple-client-information-in-fogo-using-an-attachment","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/11\/11\/how-to-enter-multiple-client-information-in-fogo-using-an-attachment\/","title":{"rendered":"How to enter multiple client information in Fogo using an attachment?"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-5180b39def0d4d3db139b2020a0fe2e8\" style=\"font-size:15px\"><strong>The Fogo System allows you to upload multiple client records at once by importing a client data file (e.g., CSV or Excel). This helps save time and ensures accurate record-keeping.<br><\/strong><\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-fc2696dc1fcab6ec82f4790ba872ca34\" style=\"font-size:15px\">Step 1. From the left pane, go to <strong>Management &gt; Client Management<\/strong><\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f48e0730325c5f816e8eb113bec7a36f\" style=\"font-size:15px\">Step 2. Click on <strong>\u201cImport Clients\u201d<\/strong>.<br><img loading=\"lazy\" decoding=\"async\" src=\"blob:https:\/\/fogo365.com\/5ca6ce9f-4279-4801-9a29-95e4c79774e2\" width=\"621\" height=\"84\"><\/p>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-65a93a2e005489fc6474fd518e9646c2\" style=\"font-size:15px\">Step 3. Select the file (csv or excel) that contains your client&#8217;s details. Confirm that field mapping is correct and accurate then click \u201c<strong>Confirm<\/strong>\u201d.<\/p>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-fd5197c5acedde07458dbf3108ae0d60\" style=\"font-size:15px\">Step 4. Wait for the system to process the data\u2014once done, you\u2019ll see a confirmation message showing how many records were successfully added.<\/p>\n\n\n\n<div style=\"height:19px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-69e2744e0221774511d327995c1c1bd9\" style=\"font-size:15px\">Before importing, double-check for duplicate entries or formatting errors to prevent failed uploads or mismatched data.<\/p>\n\n\n\n<div style=\"height:29px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-487bb80d75159ea0491d9119631dc889\" style=\"font-size:15px\">You can also export client data to generate reports, back up your records, or transfer information for external analysis in Excel or other tools.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"126\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-159.png\" alt=\"\" class=\"wp-image-609\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-159.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-159-300x39.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-159-768x99.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-61e86a58bf09354602fdf196d2d28532\" style=\"font-size:15px\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>The Fogo System allows you to upload multiple client re [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,50,61,52],"tags":[],"class_list":["post-604","post","type-post","status-publish","format-standard","hentry","category-account-and-settings","category-client-management","category-clinic-and-staff-management","category-reports"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/604","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=604"}],"version-history":[{"count":5,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/604\/revisions"}],"predecessor-version":[{"id":610,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/604\/revisions\/610"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=604"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=604"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}