Add Multiple Subscribers

You can add multiple subscribers having same plan, class and start date at once.

1. On the Home page, click on the clients option under quick actions
2. Under Client listing page, On the top right, click on ‘Add Multiple Clients’
3. There are 2 options for the process and the steps are as follows:-

1. a) Via Using CSV File:-

• You can add new students by entering data in file and importing the same
• Download the sample CSV file and update it with your client’s details (e.g., full name, plan, session, etc.).
• Once the file is updated then click on the upload option 

1. b) Via Using Bulk Select:-

• You can add your existing clients via using bulk select 
• Select Plan
•  Select Class – The list will contain classes available in the selected plan. You may select multiple classes under one plan if you wish to
• Plan Start Date* – Enter date when you want the plan to start for all the clients.
•  Invoicing date* – You can also edit the Invoicing date as per your preference
• One time plan (Optional) – You can add one time plan like Registration fee.
•  Tax (Optional) – Choose & apply tax rates according to your preference. (To add or edit tax details, Go to settings>then click on ‘Configuration’ from left navigator>You can add or edit  the Taxes under ‘Tax Rates’ option)
•  Discount (Optional) – Enter discount, if any as number. Ex. To give discount of Rs.150, enter 150. This will be applied to all the clients in the plan.
•  Click on Next
•  Select the clients you want to add to the plan from list of all contacts you have
•  Click on Add

1. You can add personal guardian info etc. later by editing Clients individually.
2. On adding a new client, a welcome email is sent to them (if enable under settings>client notifications) 

For clients to download and use the spyn CONNECT mobile app, a download URL (getapp.spyn.co) and connect code is sent to them. They need to enter the code in the app to start viewing their plan, transaction, messages, and performance report.

For Desktop, they can open the CONNECT page and enter the code to create their account.