There may be instance when you want to attach documents to your client's profiles or to appointments they book. In this section we will create a file upload field which will be hidden from your client but it is accessible to you and your staff, this specific field will be part of the appointment details and not the client profile like the example above.
Let's assume that you run a tutoring center and would like to attach a summary of what was covered in each tutoring session, this summary will be used for internal purposes only.
First go to Settings → Client Information → Define Field Labels, and click the tab to "Add New Field" near the top right corner of the screen:
Once in this tab you will see a list of all the types of fields you can create, select File Upload:
In this scenario we want every staff member to upload a completed session summary form after the appointment has taken place. Once this form is uploaded we want to keep it as part of the appointment details for future reference. I will assign this field to the appointment detail, will make it required but will not be shown in the scheduler:
I will assign the label to this field, 'Sessions Summary':
To add this new field I will click 'Save & Add New Field':
This new created field will be added to the list of created fields to the left of the screen under the Build Form tab, you will also notice that the "green eye" is not highlighted next to the field, this means that the field is not visible in the scheduler:
When your client goes through the scheduler to book an appointment, this newly created field will not be available to them:
Once the appointment has taken place, go to the Appointment Details page and click the Edit button to upload the session summary form:
Go down to the Session Summary field we created and click the Choose File button:
You will be prompted to select the file you want to upload:
After attaching the document click Save Changes:
A new window will open asking you if I want to send an email to the client about the change made to the appointment details, in this case an email is not necessary. Uncheck the boxes to send an email to the client and staff and click Save Changes
This will attach the file to the appointment details and is saved to be used for future reference:
The file we just attached can easily be access if we look up the client's profile in the Clients tab:
Once in the client's profile we will go to the Appointments tab , where we can see all upcoming and past appointment:
Once I've found the session I want to review I click the view button to the right of it:
From the Appointment Detail page the document can be downloaded by clicking the hyperlinked name of the document, this will immediately being downloading the file to my computer:
The file upload field can be used in different scenarios, if you have any questions on how to apply this field to fit your business's needs don't hesitate to contact our Support Team.