Add Photos/Files to Client Notes

You can now:

• Attach up to 6 photos to a Client Note (JPEG, PNG, HEIC)
• Attach up to 3 files to a Client Note (PDF, XLXS, WORD)
• Include long and detailed Client Notes with proper formatting
• Have visibility on which staff created or edited a Client Note

How to: Add Photos/Files to Client Notes

Login to your Online Calendar

• Click on the appointment of the client you wish to add a Client Note or search for the client you wish to add a Client Note to
• In their Client Profile, click the Notes tab
• Click + add note
  
  • Enter the Title (required)
  • Enter the note (optional)
  • Add a photo
  • Add a file
• Click save note