How to: Share files with a Client
Gopi
Last Update 2 jaar geleden
Let's say you've made a document about "3 things you want your Client to remember while exercising" and you don't want your Client to lose this document in the endless list of instant messages. There's a way for you to solve this.
- Go to the "Clients" tab.
- Click the name of the Client you want to share this file with.
- Under Client Files, click the "View files" button.
- Now, upload the file here; voila, your Client will be able to access it in their dashboard under "My files."
Remember: This is a two-way channel - your Client can also share files here. (e.g., Blood test report, documents relating to their injury etc.)