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Uploading Files or Images to a Client's Appointment

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If you would like to attach documents and images to clients' appointments, you can!

Simple Salon allows you to upload files and images to your client's appointments using the Document & Photo Management feature. These images and files will become apart of their client history, and can be viewed on their Client Card.

You can also upload photos or files directly into a clients' Client Card. Click here to see how to do that.

First locate the client's appointment on your Appointments page, then click their name.

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In the Visit Details window click Images/Files on the left panel.

To upload an Image, simply click the Screen_Shot_2020-08-27_at_4.57.13_pm.png icon in the Images section. Similarly, to upload a file, click the Screen_Shot_2020-08-27_at_4.57.13_pm.png icon in the Files section:

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After selecting the upload option (Screen_Shot_2020-08-27_at_4.57.13_pm.png), you'll be prompted to drag and drop your images or files, or you can also select the Browse option to find the files/images on your computer or device. You can drag and drop multiple images at a time:

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Once the file(s) or image(s) have been uploaded, it will display in the relevant section—the most recently uploaded file/image will display first.

Simply click on a file or image to view it:

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Selecting the Screen_Shot_2020-08-27_at_4.57.13_pm.png icon in the Images section will display your images in list format, where you can Download, Edit or Delete an image:

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

Have more questions? Submit a request
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