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How to add clients Documents & Treatments in Salonist ?
How to add clients Documents & Treatments in Salonist ?

Guide on how you can add clients documents and treatments in Salonist

Mark avatar
Written by Mark
Updated over 7 months ago

The steps listed below will help you add the client's document or treatments:

  1. Go to the "Clients".

  2. Select the Client and Click on the three dots (...).

  3. Click on "History".

4. To add the Document, Click on the "Document".

5. Click on the (+) Icon to add.

6. Add the document's Title and Description.

7. Upload the Document in PDF format only.

8. Click on SAVE.

TO ADD THE TREATMENT:

  1. Under Client's History, Click on the "Treatments".

  2. Click on the (+ Add).

  3. Add the Doctor's advice and date.

  4. Click on SAVE.

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