# Golfer & Data Import Guide

**Session for Golf | golf.jkcreative.store**

Bring your existing roster, packages, session history, and pipeline into Session for Golf before you go live. This guide covers every import type.

---

## Before You Start

**Choose your import method:**

| If you have... | Use... |
|----------------|--------|
| Fewer than 20 golfers | Manual entry in the app |
| 20 or more golfers | Spreadsheet import (send to support) |
| Existing session/lesson history | Spreadsheet import |
| Pipeline deals to carry over | Spreadsheet import |
| Past activity logs | Spreadsheet import |

**Timeline:** Send your spreadsheet to **support@jkcreative.store** and import is completed within 2 business days. You'll receive a confirmation email when your data is live.

---

## Option 1: Manual Entry (Under 20 Golfers)

If your roster is small, add golfers directly in the app.

1. Click **Clients** in the sidebar.
2. Click **Add Golfer**.
3. Fill in the fields (see required vs. optional below).
4. Click **Save**.
5. Repeat for each golfer.

**After adding the golfer:**
- Go to their Packages tab to assign any active packages manually.
- Go to their Handicap tab to log their current handicap index.
- Go to their Activity tab to add any important history notes.

This takes about 3–5 minutes per golfer for a clean entry.

---

## Option 2: Spreadsheet Import (20+ Golfers)

Prepare your spreadsheet using the formats below and email it to **support@jkcreative.store** with the subject line: **"Session for Golf — Data Import — [Your Business Name]"**

You can import multiple data types in one email. Attach each as a separate CSV file and label them clearly (e.g., `golfers.csv`, `packages.csv`).

---

### File 1: Golfers (Required)

**Filename:** `golfers.csv`

| Column | Required | Notes |
|--------|----------|-------|
| First Name | Yes | |
| Last Name | Yes | |
| Email | Yes | Must be unique per golfer |
| Phone | No | Any format is fine |
| Handicap Index | No | Numeric, e.g., 14.2 or +0.8 |
| Tags | No | Comma-separated in one cell, e.g., "Junior, Member" |
| Notes | No | General notes about the golfer |

**Example row:**
```
First Name,Last Name,Email,Phone,Handicap Index,Tags,Notes
Marcus,Delgado,marcus.delgado@email.com,555-210-4400,18.4,"Member, Weekend Player",Interested in short game program
```

**Rules:**
- One golfer per row.
- No duplicate emails. If two golfers share an email address (e.g., parent + child), use separate email addresses or note this in the Notes column.
- Leave optional columns blank rather than deleting them — keep the header row intact.

---

### File 2: Active Packages (Optional)

If your golfers have session packages in progress, import them here. This lets the app start tracking sessions correctly from day one.

**Filename:** `packages.csv`

| Column | Required | Notes |
|--------|----------|-------|
| Golfer Email | Yes | Must match an email in golfers.csv |
| Package Name | Yes | e.g., "10-Lesson Iron Game Bundle" |
| Total Sessions | Yes | Integer |
| Sessions Used | Yes | Integer — sessions already used before import |
| Purchase Date | No | MM/DD/YYYY |
| Expiry Date | No | MM/DD/YYYY or "No Expiry" |
| Notes | No | Any relevant notes |

**Example row:**
```
Golfer Email,Package Name,Total Sessions,Sessions Used,Purchase Date,Expiry Date,Notes
marcus.delgado@email.com,10-Lesson Short Game Bundle,10,3,01/15/2026,07/15/2026,Paid in full via check
```

---

### File 3: Session / Lesson History (Optional)

Import past completed lessons so golfer profiles have a full history from before the migration.

**Filename:** `sessions.csv`

| Column | Required | Notes |
|--------|----------|-------|
| Golfer Email | Yes | Must match golfers.csv |
| Date | Yes | MM/DD/YYYY |
| Lesson Type | Yes | Private Lesson / Playing Lesson / Group Clinic / Practice Session / Club Fitting / Video Review |
| Duration (minutes) | No | Integer |
| Location | No | e.g., Range Bay 3, Hole 1 Tee |
| Status | Yes | Completed / No-Show / Cancelled |
| Notes | No | Internal lesson notes |

**Example row:**
```
Golfer Email,Date,Lesson Type,Duration (minutes),Location,Status,Notes
marcus.delgado@email.com,02/10/2026,Private Lesson,60,Range Bay 2,Completed,Focused on driver tempo. Improved contact noticeably.
```

---

### File 4: Pipeline Deals (Optional)

Carry over any open deals or prospect conversations you're actively working.

**Filename:** `pipeline.csv`

| Column | Required | Notes |
|--------|----------|-------|
| Golfer Email | Yes | Must match golfers.csv, or a new golfer row can be added |
| Deal Name | Yes | e.g., "Junior Program — Garcia Family" |
| Deal Value | No | Numeric, e.g., 400 |
| Stage | Yes | New Lead / Contacted / Proposal Sent / Won / Lost |
| Close Date | No | MM/DD/YYYY |
| Notes | No | |

**Example row:**
```
Golfer Email,Deal Name,Deal Value,Stage,Close Date,Notes
pgarcia@email.com,Junior Lessons — Garcia Family,400,Proposal Sent,05/01/2026,Dad wants 10-lesson junior package for summer
```

---

### File 5: Activity Log (Optional)

Import historical calls, emails, and notes so nothing is lost from your previous system.

**Filename:** `activity.csv`

| Column | Required | Notes |
|--------|----------|-------|
| Golfer Email | Yes | Must match golfers.csv |
| Date | Yes | MM/DD/YYYY |
| Type | Yes | Call / Email / Text / Note / Meeting |
| Subject | Yes | Short description |
| Description | No | Full notes from the interaction |

**Example row:**
```
Golfer Email,Date,Type,Subject,Description
marcus.delgado@email.com,03/01/2026,Call,Lesson follow-up,"Called after the session to check on drill practice. Committed to daily 15-min range work."
```

---

## Sending Your Import Files

**Email:** support@jkcreative.store
**Subject:** Session for Golf — Data Import — [Your Business Name]
**Attachments:** All CSV files you've prepared

In the body of the email, include:
- Your Session for Golf account email
- A brief note about what's included (e.g., "Attaching 47 golfers, their active packages, and 6 months of lesson history")
- Any special instructions or edge cases we should know about

---

## After Import: Verification Steps

When you receive the confirmation email, verify the import before going live:

**1. Client count**
Go to **Clients** and confirm the total matches your spreadsheet row count. Check a few names manually.

**2. Handicap data**
Open 3–5 golfer profiles and verify the Handicap tab shows the correct index.

**3. Package balances**
Open 3–5 golfers with packages and confirm Sessions Used and Sessions Remaining match your records.

**4. Lesson history**
Spot-check 2–3 golfers' Lessons tabs. Confirm dates, types, and statuses match.

**5. Pipeline**
Open the Pipeline and confirm all imported deals are in the correct stages.

**6. Activity log**
Check a couple of golfer Activity tabs to confirm history imported correctly.

If anything looks wrong, reply to the import confirmation email with specifics and we'll correct it within one business day.

---

## What We Don't Import

- **Payment/financial history** — Payments from before using Square in Session for Golf are not imported. Start Square for new transactions.
- **Swing video files** — Upload these manually to the golfer's Files tab after import.
- **Email template customizations** — Configure these in Settings > Email Templates after import.
- **Scheduled future lessons** — Add any upcoming lessons manually after import (these change frequently and manual entry keeps them accurate).

---

## Questions

**support@jkcreative.store**
Include your account email and "Import" in the subject. We respond within 1 business day.

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*Session for Golf by JK.Creative LLC*
*golf.jkcreative.store | support@jkcreative.store*