If you would like to upload photos to client cards, you can.
Simple Inked allows you to upload one or more photos to client cards and appointments using the Document & Photo Management feature. This article will look at how to upload one or more photos to a client's client card.
You can also upload documents and files to client cards. Click here to see how.
Uploading one or more photos to a client card
Search for the client and click their name in the Search Results.
In the Actions menu of the client's client card click Images/Files.
To upload an image click/tap the upload icon in the Images section.
The My Files option will be selected, so either drag one or more photos into the Drop files here space or click the Select Files button to find the photo(s) on your computer or device.
You can also click/tap the Camera option if you would like to take a photo on the fly to have it uploaded to the client's appointment there and then.
Once the photo(s) has been uploaded, it will display in the Images section.
The most recently uploaded photo will display first.
Simply click a photo to view it.
You can also view these photos via any of the client's appointments. Simply click the client's name on their appointment and click Images/Files in the pop-up Visit Details window.
When you view the images or files via a client's appointment, the most recently uploaded photo/file on that appointment will be displayed first.
Click here to see what else you can do with the Document & Photo Management feature.
If you have any questions, please feel free to send them to us via the Submit a Request option in your Help & Support page.