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Client Documents

Documents keep a client's files with the client record: a signed waiver, a referral letter, a photo, an intake spreadsheet. Charts let you mark up an image, such as a body outline showing where a client has tension, and save it on the profile. Both live on the Notes tab of the client profile.

Available withCRM SuiteIncluded in the Complete plan.Plans and modules

Add a document​

  1. Open the client from Clients and click the Notes tab.
  2. Click + Add New and choose Document.
  3. Choose the file. Allowed types are JPG, PNG, text, Word, PDF and Excel.
  4. Enter a Description so the file is easy to find later.
  5. Click Save.
New Document window with the file picker, allowed file types and the Description field

On the saved document, use the menu to Download it, Share via Email or Share via WhatsApp.

tip

Files that clients upload in a web form or a WhatsApp Flow form are added to their documents automatically when Save to client documents is on for that question.

Add a chart​

  1. On the Notes tab, click + Add New and choose Chart.
  2. Under Select a chart template, pick a template, or click Use without a template to draw on a blank chart.
  3. Draw and annotate with the editing tools. Click Reset to start again.
  4. Click Save.
Chart editor with a blank canvas, the drawing tools and the Fill, Font color and opacity controls

Set up chart templates​

  1. Go to Settings > Chart Templates (under Templates), or click Go to Settings in the chart window.
  2. Click Browse and upload the image you want to use as a chart.
  3. Click Save.
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