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Import client data
Load all three files for maximum cross-referencing. Recommended order: JotForm → Stripe → Acuity. Stripe runs before Acuity so membership cert codes are known, allowing the system to correctly attribute visits to members who use different emails for some bookings (e.g. shared email with partner, or work vs personal).
Import all three sources
Runs in order: JotForm → Stripe → Acuity. Stripe sets membership codes so Acuity can correctly attribute visits even when members use multiple emails.
JotForm —
Acuity —
Stripe —
1
Health intake — JotForm
XLSX or CSV, EN or PT — auto-detected. Builds wellness profiles.
📋
Drop JotForm export here
XLSX or CSV
2
Session history — Acuity
Populates visits, phone, first visit date. Fills missing emails via cert codes. Session classification uses Stripe membership codes when available.
📅
Drop Acuity export here
Appointments → Export as CSV
3
Payments & memberships — Stripe
Export all-time history, no date filter. Members identified via email → cert code → Customer ID → name (4-tier resolution). "Charge for" rows correctly treated as sessions, not memberships.
💳
Drop Stripe export here
Payments → Export (all time)