Uploading documents and files to client cards

Follow

If you would like to upload documents and files to client cards, you can.

Simple Salon allows you to upload one or more documents/files to client cards and appointments using the Document & Photo Management feature. This article will look at how to upload documents and files to client cards.

You can also upload photos to client cards. Click here to see how.

Uploading documents and files to a client's client card

Search for the client and click their name in the Search Results

Screen_Shot_2017-08-03_at_9.06.52_AM.png

In the Actions menu of the client's client card click Images/Files.

Screen_Shot_2017-08-03_at_9.07.05_AM.png

To upload a document or file click/tap the upload icon in the Files section.

Screen_Shot_2017-08-02_at_12.38.10_PM.png

The My Files option will be selected, so either drag one or more documents/files into the Drop files here space or click the Select Files button to find the file(s) on your computer or device.

Screen_Shot_2017-08-02_at_12.37.35_PM.png

Once the file(s) has been uploaded, it will display in the Files section.

Screen_Shot_2017-08-03_at_9.07.21_AM.png

The most recently uploaded document/file will display first.

Simply click a file to view it.

Screen_Shot_2017-08-02_at_3.30.00_PM.png

All done.

You can also view these files via any of the client's appointments. Simply click the client's name on their appointment and click Images/Files in the pop-up Visit Details window.

When you view the files or images via a client's appointment, the most recently uploaded file/photo on that appointment will be displayed first.

Click here to see what else you can do with the Document & Photo Management feature.

If you have any questions, please feel free to send them to us via the Submit a Request option in your Help & Support page.

Have more questions? Submit a request
Powered by Zendesk