CUSTOMERS: Upload a File to a Customer Record

To upload a specific file so that a specific client can see it from their client area, such as a training table, we have to follow these steps:

1. Go to the client's file, go to the Upload File tab

2. Click on the New
3. button Select the file you want to upload, select the Visible field (so that the client can see it from their file) and click the Save button

the clients from their client area in the My Account / Files section will see the file we have uploaded

if we click on the file, we will see the file that has been uploaded, (in this case the gym table) for this client.

If you have any questions about how to perform any of the steps, you can write to us through the chat that appears in the lower right part of your program and we will be happy to help you.

Note: We can use it to save client documentation such as their ID or anything that can be useful to us but we do not want them to see it in their client area and therefore we will make it not visible.