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Uploading and Managing Client Images and Files

  • Updated

Overview

You can upload and manage photos and documents for each client directly from their Client Card. This is useful for storing before/after photos, consultation forms, or any other client-related files.

Accessing Client Images and Files

  1. Search for the client and open their Client Card.
  2. Click Actions ▼ in the top-right corner.
  3. Click Images/Files in the dropdown menu.

Uploading Images or Files

  1. Open the Images/Files section from the Actions menu.
  2. Click the upload button to select a file from your computer.
  3. Choose the image or document you want to upload.
  4. The file will be attached to the client's record.

Taking a Photo Directly

If you have a webcam connected, you can also take a photo directly:

  1. Click Actions ▼ on the Client Card.
  2. Click Take Photo at the bottom of the menu.
  3. Your webcam will activate - take the photo and it will be saved to the client's record.

Tips

  • Use client photos for before/after comparisons of treatments.
  • Store signed consultation forms as scanned documents.
  • Photos are private and only visible to your team.

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If you have any questions, please send them to us via the Submit a Request option.