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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.

This guide covers: 

Getting started

To add notes and files to a client’s profile, ensure you have Client access. If you are a team member we recommend:

  • Reaching out to the account owner to request permission to manage client details.

Adding client notes

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

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

NOTE: 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

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

Delete client notes

  1. Open your Clients list and select a client.
  2. In the client profile, click Documents and select Notes.
  3. Select Actions under the desired note and click Delete.
  4. Click Delete and confirm you want to proceed.

Adding client files

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

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

Managing client files 

Preview, rename or download client files 

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

     

    - Preview: View the document. CSV, PDF, XLS, XLSX documents will need to be downloaded for viewing.

    - Rename: Update the file name as needed and click Rename.

    - Download: The file will be saved to your device.

Delete client files 

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

Once deleted, you cannot restore the file. 

FAQs

Q. 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. 


Q. 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.

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