Uploading files

Files such as PDFs, word documents, spreadsheets and images can be uploaded into appointments, and customer profiles.

UPLOADING TO AN APPOINTMENT

To upload a file or image to an appointment:

• Open the appointment
• Click the Uploads tab
• Click in the blue area or drag and drop a file into it

Your file will appear below. It can be viewed or deleted from here.

UPLOADING TO A CUSTOMER PROFILE

To upload a file or image to a customer profile:

• Open the customer profile
• Click on the Uploads tab
• Click in the blue area or drag and drop a file into it

Your files will appear below. They can be viewed or deleted from here.

Any files uploaded to an appointment will also display here with an 'Appointment' tag