Bulk-Inviting 50 Clients From a Spreadsheet: A Step-by-Step Guide

Switching coaching software is mostly a clients problem: how do you get 40 people into a new app without emailing each one by hand? Bulk invite is built for exactly that. It is a Coach Pro feature.

What you need

• A list of emails. A name is optional.
• A CSV or plain-text list on any device, or an Excel (.xlsx) file on the web dashboard.
• Up to 200 recipients per submission. For bigger rosters, send in batches.

Step by step

1. Open the Invitations page and choose Bulk invite.
2. Either paste the emails, one per line, or upload your file. The file needs an email column and can have a name column.
3. Review the parsed list and send.
4. Read the result report. Each row gets its own outcome.

What each result means

• Sent: the invitation went out.
• Skipped, duplicate: the same address appeared twice in your list, so it was sent once.
• Skipped, existing invite: that person already has a pending invitation from you.
• Invalid email: the address is not valid, so fix it and resend that row.
• Failed: something went wrong for that row, and you can try it again.

Before you send

• Tell clients an invitation is coming, and from whom. It cuts the spam-folder problem.
• Download your old tool's client export first. Our migration checklist covers templates, history and payment details.
• Decide your first week's plan for each client, since they will want something to do on day one.

We can help you move

If you are leaving another platform, book a free call and we will walk through moving your clients over. Contact us to book it.