Add files to client profiles
Keep a client's paperwork with their profile, like a signed consent form, a before photo or a note from their doctor. Files are private to your team: clients can't see them.
Upload a file
- 1
Go to Clients and click the client to open their profile.
- 2
Select Documents > Files.
- 3
Click Upload file and choose the file.
You can upload PDFs, images, and Word, Excel, CSV or text files of up to 10 MB each. Each file shows its type, size, the date it was added and who added it.
Download or delete a file
- Click the download button on a file to save a copy.
- Click the delete (bin) button and confirm to remove it. Deleting a file can't be undone.
Team members need permission to manage clients to upload or delete files.
Forms
Forms the client has filled out are under Documents > Forms. See Review form submissions.