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Add a document to a client card.

Keeping your client information all in one place just got easier - you can now securely save documents to client cards in Baxus.

Tidy up your client consent forms, analysis results and other documents by adding them to the relevant client card. Unlike client photos, documents aren’t visible to clients in Online Booking.

Go to the client card for the person you wish to add a document for. 

Select Documents.

You can either choose a file from your device or drag and drop the document.

The document will now be listed along with the date it has been added. 

You can access this from the client card as needed. 

 

If you wish to delete the document select the red rubbish can on the right and the document will be deleted from Baxus. 

 

 

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