Linking documents to appointments
Linked documents make it easier to see the right file in the right context.
Quick answer
- Open the appointment and attach or link the relevant file where supported.
- Use this for consent forms, photos, notes, policies, or other appointment related material where appropriate.
- Check permissions and retention before storing sensitive client documents.
Related articles
- Uploading documents
Store useful files against clients or records so they are easy to find later.
- Supported file types
Common document and image formats are supported for day to day records.
- Deleting documents
Delete documents only when you are sure they are no longer needed.
Still stuck? Contact support and we’ll help you sort it out.