You can attach supporting documents to client and pet profiles, such as care instructions, vaccination records, and other files your business needs.
- Staff can go to Profiles > Clients or Profiles > Pets, edit the profile, and use Supporting Files in the Office Only section to upload one or more files.
- Clients can upload their own Supporting Files in the Files section of their Profile or Pets page.
- Clients can see their own uploaded files, but cannot see files uploaded by staff.
- Staff with access to the client or pet can view the attached files.
- Supported files include PDFs, documents, and images. You must be logged in to view them.
For the guided client information workflow and saving sections, see Client Registration.