Bulk Import Staff from a File
You can now add multiple staff members at once from a spreadsheet, with validation and control over when invites go out, so onboarding a new team no longer means entering users one by one. 💙
✨
What's new:
- 📂 Bulk import via file upload—Upload an .xlsx or .csv file from Manage Users to add staff in bulk.
- ✅ Built-in validation—Missing fields, invalid emails, and duplicates are flagged before import.
- 👁️ Preview before you import—review and fix flagged rows in a table before confirming.
- ✉️ Choose when to invite—send invites now, or save staff as drafts to invite later.
- 📋 Draft Users tab—Invite drafted staff individually or in bulk, whenever you're ready.
💡
Why it matters:
Onboarding shouldn't pull you away from your clients. Bulk import gets your team set up accurately and invited on your schedule, so you can get back to the work that matters.
👉
Learn more about:
---
Add a Staff Activity Straight from a Past Appointment
For Lumary and Camber organizations: a BT can now create and link a staff activity right from a past appointment on the schedule page, instead of building it by hand in My Activities. 💙
✨ What's new:
- 🗓 New option on the schedule page—Open the three-dot menu on a past staff-only appointment with no activity linked and choose "Add and link new activity."
- ⏱ Details pre-filled from the appointment—Date, start time, end time, and staff member come straight from the appointment, so there's no backdating by hand.
- 🏷 Activity type pre-selects—If your organization maps an activity type to that appointment, the type is already chosen. If there's no mapping, you pick it the way you do today.
- 🔗 Save and link in one step—"Save and link" creates the activity and links it to the appointment, and the unlinked warning on that appointment clears.
💡 Why it matters:
Documenting a past drive time, lunch, or training was cumbersome and built up a backlog of unlinked appointments to clear. This gives BTs the same one-step path they already have for a past client session. It applies to Lumary and Camber organizations only, and the same-day start activity flow, client session entry, and the existing "Link to existing activity" option are all unchanged.
👉
Learn more about: