If you would like to attach documents and files to clients' appointments, you can.
Simple Members allows you to upload documents/files to client cards and appointments using the Document & Photo Management feature. This article will look at how to upload one or more files to a client's appointment, which becomes a part of their client history.
You can also upload photos to clients' appointments. Click here to see how to do that.
Uploading documents and files to a client's appointment
Go to the client's appointment and click their name.
In the Visit Details window click Images/Files.
To upload a document or file click/tap the upload icon in the Files section.
The My Files option will be selected, so either drag one or more files into the Drop files here space or click the Select Files button to find the file(s) on your computer or device.
Once the file(s) has been uploaded, it will display in the Files section of the Visit Details window.
The most recently uploaded file on the appointment will display first.
Simply click a file to view it.
Click here to see how you can also upload photos to your clients' appointments.
If you have any questions, please feel free to send them to us via the Submit a Request option in your Help & Support page.