Keep files with a client
Keep photos, scans and documents with a client on the Files page, and preview, rename, download or delete them.
On the Files page of the client profile you keep photos and documents that belong to the client, such as a photo of the result or a paper form you scanned. The files are private: only your team can open them.
Add a file
- Go to Customers and open the client.
- Choose Files in the profile menu. On a phone it is among the tabs at the top.
- Click Add and choose one or more files.
- The file is named after the file you chose, without the extension. Once it is uploaded you see File created.
- You can add PDF files, Word files (.doc, .docx), Excel files (.xls, .xlsx) and images (.jpg, .jpeg, .png, .gif, .webp, .svg).
- A file can be up to 25 MB.
Preview, rename or delete a file
- On the Files page, open the menu next to the file (the three dots).
- Choose Preview file to look at an image. Other files have no preview; open them with Download.
- Choose Rename file, enter the new File name and click Change name.
- Choose Download file to save the file on your device.
- Choose Delete and confirm to remove the file. This cannot be undone.
If there are many files, search by name with the search box above the list. The buttons next to it switch between tiles and a list.
Attachments on notes
A file you upload with a note belongs to that note. It is not on the Files page, but with the note itself under Notes.
Who may do what
Viewing and downloading files takes Can view a client's documents and files. Without it you don't see the Files page. Adding, renaming and deleting takes Can add, rename and delete a client's documents and files. You set this in Settings › Team members › Permission roles.
Frequently asked questions
Can I upload a video?
No, with a client you can only keep documents and images.
Can the client see these files?
No, the files are only for your team. They are not on the booking page and not in the client's Saloon.nl account.
Can a client fill in a form that ends up here?
A client form is not kept here, but in the profile on the Customer forms page. You can still scan a paper form and add it as a file.