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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 a week 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".

client document

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.

upload document

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.

add doctor advice

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