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

You can upload a wide range of commonly used file types, including CSV, PDF, XLS, XLSX, JPG, PNG, and JPEG.

Can I restore deleted files?

Once files are deleted, they are removed from the client’s profile and cannot be recovered.

Are files visible to clients?

Files are kept private so your team can view them internally, while clients won’t see them.

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Add files to client profiles

Add files to client profiles

In this guide, you'll learn how to upload documents and images in client profiles.

How files work

Files let you securely store documents and images within a client's profile. You can use them to save before and after photos or any other relevant records. Uploaded files are only visible to your team and stay attached to the client profile for future reference.

Add a file to a client profile

Open a client's profile from your Client list.
In the menu panel of the client view, click on Documents and select files from the list.
Click on the Add button in the top of the right panel to upload a new file.
Select and upload a file from your device.

Once uploaded, the file will appear in the client's profile under Files and can be viewed by your team at any time.

Manage client files

Open a client's profile from your Client list.
In the menu panel of the client view, click on Documents and select files from the list.
Use the search bar to locate a file or use the toggle to adjust your view between list and grid.
Click on Actions (three dots) next to the file and select one of the following options:
1. Preview file: View the uploaded content. CSV, PDF, XLS, and XLSX documents will need to be downloaded to view.
2. Rename file: Update the file name in the pop-up, then click on the Rename button to save.
3. Download file: Save the file to your device. It will appear in your downloads folder.
4. Delete: Permanently remove the file from the client's profile. Click on the Delete button to reconfirm.