vrtual.ly gives you powerful tools to manage your clients beyond just bookings. With the Manage Clients feature, you can manually add clients or upload them in bulk using a CSV file—allowing you to bring your entire client base into one system.

Where to find this feature

You can access client management from your workspace:

• Go to Business Tools
• Select Manage Clients
• Click the Actions button to:
• Add a client manually
• Import clients from CSV
• Download your client list

Adding clients manually

You can create individual client profiles by entering:

• Name, email, and phone number
• Location details (country, state, city)

While adding a client, you can also define billing behavior for that specific client.

Bulk uploading clients (CSV import)

If you already have an existing client base, you can upload them all at once using a CSV file. This allows you to:

• Quickly migrate your existing clients into vrtual.ly
• Avoid starting from scratch
• Immediately begin managing all client activity in one place

A sample CSV template is provided to ensure your data matches the expected format.

Client-specific billing controls (power feature)

One of the most powerful aspects of this feature is the ability to control how each client is billed.

When adding or importing clients, you can configure:

• Charge for appointments
• Charge for live events

If these options are unchecked:

• The client can book without making a payment
• Your booking page still charges all other clients normally

This allows you to support real-world business scenarios such as:

• Clients who pay you outside of vrtual.ly
• Corporate or enterprise clients with invoicing arrangements
• VIP clients or complimentary sessions
• Package-based or prepaid relationships

You get full flexibility without changing your global pricing.

Why this matters

This feature transforms your booking page into a flexible business tool instead of a rigid payment system.

• Segment your clients – treat different clients differently without creating multiple pages
• Maintain pricing control – charge new clients while honoring existing arrangements
• Reduce friction – trusted clients can book instantly without unnecessary payment steps

Centralized client tracking

Once clients are added (manually or via CSV), vrtual.ly tracks their activity automatically:

• Bookings and appointments
• Event participation
• Interaction history

This gives you a complete view of every client relationship in one place.

Download and manage your client data

You can export your client list at any time, giving you full ownership and control over your data.

Putting it all together

The Manage Clients feature allows you to:

• Bring your entire client base into vrtual.ly
• Control how each client is billed
• Track all client activity in one system
• Operate with real-world flexibility while maintaining a clean booking experience

This is what makes vrtual.ly more than just a booking platform—it becomes a client management and revenue control system built around how your business actually works.