To upload files or documents to attach to client (customer), bookitlive uses dropbox.
Dropbox is a great tool for businesses wishing to store documents securely in the cloud and access them instantly from any mobile device.
You can now upload any documents and attach them to specific client. This could be useful for saving:
- Assessment
- Consultation notes
- Photos and images
- Payment confirmation
- Contracts
- Training schedules
- Progress notes
- Lesson plans
- Certificates
- Treatment history
- And much more...
It's quick and easy to upload documents to a client records. From the Clients page simply click on the client record you wish to add a document to and click the File tab. Files can then be uploaded and stored under the client record.
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