What file types can I upload to a client's profile?

Fresha supports common file types like CSV, PDF, XLS, XLSX, JPG, PNG, and JPEG.

Who can view the client notes and documents uploaded to a client’s profile?

Visibility of client details is controlled under your permission settings. Team members with client access permissions can view and edit this information.

Can any team member manage client documents?

Team members will need permission for Clients to manage client documents. You can manage their permissions through your Workspace settings.

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Add and manage client documents

Add and manage client documents

Keep track of client information by storing important documents in a client's profile. Learn how to add and manage essential notes and files.

Adding client notes

Client profiles can hold multiple notes and files to help store key information that applies to most of their appointments.

Desktop
Mobile

To add client notes:

Open your Clients list and select a client.
In the client profile, click Documents and select Notes.
Select Add and fill out the pop-up window with the full note details.
To attach files to your note, click Upload.
Select and upload a file from your device.
Click Save.

To add client notes:

Open your Clients list and select a client.
In the client profile, under Documents select Notes.
Select Add and fill out the pop-up window with the full note details.
To attach files to your note, tap Upload.
Select and upload a file from your device.
Tap Save.

You can add allergy information and staff alerts to highlight key information on the client's card across your workspace.

Managing client notes

Update client notes

Desktop
Mobile

To add client notes:

Open your Clients list and select a client.
In the client profile, click Documents and select Notes.
Select Actions under the desired note and click Edit.
Update the notes with the new information.
Click Save.

To update client notes:

Open your Clients list and select a client.
In the client profile, under Documents select Notes.
Select Actions under the desired note and tap Edit.
Update the notes with the new information.
Tap Save.

Delete client notes

Desktop
Mobile

To delete client notes:

Open your Clients list and select a client.
In the client profile, click Documents and select Notes.
Select Actions under the desired note and click Delete.
Click Delete to reconfirm.

To delete client notes:

Open your Clients list and select a client.
In the client profile, under Documents select Notes.
Select Actions under the desired note and tap Delete.
Tap Delete to reconfirm.

Adding client files

All files uploaded through your client’s notes can be added and managed under documents.

Desktop
Mobile

To add client files:

Open your Clients list and select a client.
In the client profile, click Documents and select Files.
Click Add.
Select and upload a file from your device.

To add client files:

Open your Clients list and select a client.
In the client profile, under Documents select Files.
Tap Add.
Select and upload a file from your device.

Managing client files

Preview, rename or download client files

Desktop
Mobile

To preview, rename or download client files:

Open your Clients list and select a client.
In the client profile, click Documents and select Files.
Use the search bar to locate a file or use the toggle to adjust your view between list or grid.
Click on the three dots to select either:
1. Preview:
  View the document. CSV, PDF, XLS, XLSX documents will need to be downloaded for viewing.
2. Rename:
  Update the file name as needed and click Rename.
3. Download:
  The file will be saved to your device.

To preview, rename or download client files:

Open your Clients list and select a client.
In the client profile, under Documents select Files.
Use the search bar to locate a file or use the toggle to adjust your view between list or grid.
Tap on Actions (the three dots) to select either:
1. Preview:
  View the document. CSV, PDF, XLS, XLSX documents will need to be downloaded for viewing.
2. Rename:
  Update the file name as needed and tap Rename.
3. Download:
  The file will be saved to your device.

Delete client files

Desktop
Mobile

To delete client files:

Open your Clients list and select a client.
In the client profile, click Documents and select Files.
Use the search bar to locate a file or use the toggle to adjust your view between list or grid.
Click on the three dots to Delete the file.

Once deleted, you cannot restore the file.

To delete client files:

Open your Clients list and select a client.
In the client profile, under Documents select Files.
Use the search bar to locate a file or use the toggle to adjust your view between list or grid.
Tap on the Actions (the three dots) to Delete the file.

Once deleted, you cannot restore the file.

FAQs

- What file types can I upload to a client's profile?
- Who can view the client notes and documents uploaded to a client’s profile?
- Can any team member manage client documents?

Add and manage client documents

Adding client notes

Managing client notes

Update client notes

Delete client notes

Adding client files

Managing client files

Preview, rename or download client files

Delete client files

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