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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 10 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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