Can I attach documents to a client's record?

Yes, as attachments to a client note. In Clients, press “Appointment notes” on the client’s card (it is also inside “View details”), create a note with “New Note” and, once it is saved, upload the files in its “Attachments” section.

What you can upload

• PDF, JPG, PNG, WebP, TXT or Markdown files, up to the maximum size per file shown in the form itself.
• Each client has a maximum storage space. If you fill it, delete a file or press “Request more space” to write to us.

Files are stored privately and downloaded from the note itself.

Keep in mind

• Attachments always go inside a saved note, not loose on the record.
• As the note field itself reminds you, avoid including health data or other sensitive information.