Uploading Files or Images to a Client's Appointment

Overview

You can attach photos and documents to a client's appointment as well as to their Client Card. Anything you upload here becomes part of that client's history and shows up on their Client Card too.

Uploading from an appointment

1. Find the appointment and click it to open Visit Details.
2. Click the Images tab to add a photo, or the Files tab for a document.
3. Hit the + button, top right of the panel.
4. Choose Upload to pick a file from your computer, or Take Photo to use a connected webcam.

Once it's uploaded, you can view, edit, download or delete it from the three-dot menu on the thumbnail, the same way you would from the Client Card.

For the full walkthrough, including who can delete files and how to manage everything from the Client Card, see Uploading and Managing Client Images and Files.

Related articles

• Uploading and Managing Client Images and Files

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