Overview

Sharing files with your clients can easily be done on your mobile device, follow these steps to learn how

Quick Links⚡️

Sharing Files to Users with Upcoming Appointments

Sharing FIles to All Users

Guide 📖

Sharing Files to Users with Upcoming Appointments

To share a file with a user with an upcoming appointment, click on the 'More' option on their appointment card

Followed by 'Attach File'

You will be presented with a file browser, navigate to the file you'd like to share, and click on it

You'll be given the opportunity to rename the file if you'd like prior to sharing it with your client. Once satisfied with the file name, click 'Submit'

Click 'Attach File' to send the file off to your client

Sharing Files to Roster Contacts

To share a file with a roster contact, navigate to the 'roster' tab and find the appropriate contact

Once the correct contact has been found, click on the '+ New' button in the top right

Followed by 'File' and 'Attach Document'

You will be presented with a file browser, navigate to the file you'd like to share, and click on it

You'll be given the opportunity to rename the file if you'd like prior to sharing it with your client. Once satisfied with the file name, click 'Submit'

Click 'Attach File' to send the file off to your client

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!