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Client Photo History
This guide explains how to add and manage photos in a client's history. Follow these step-by-step instructions to enhance record-keeping and provide better service
Adding a Photo to a Client’s History
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Locate the Client and Access Their History
- Search for the client in your system.
- Navigate to their history to manage their records.
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Select the Relevant Service
- Identify the service you want to associate with the photo (e.g., "Facials").
- Right-click on the service and choose Photo Record.
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Upload the Photo
- Click the plus (+) picture icon.
- Select and upload the desired photo from your files.
- The photo will now appear in the record.
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Correcting Mistakes
- If you upload the wrong photo, select it, hit Delete, and upload the correct one.
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Add Notes to the Photo
- Click on the uploaded photo.
- Enter your message or notes in the designated field.
- Click Done to save the changes.
Viewing and Comparing Photos
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Access Photo History
- Right-click and select Photo History from the client’s record.
- Specify a date range to filter photos.
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View and Compare Photos
- Select one or multiple photos to enlarge them.
- Use the View option to compare photos side by side.
Key Tips
- Organized Records: Associating photos with specific services keeps client histories well-organized.
- Attention to Detail: Always double-check uploaded photos and notes for accuracy.
- Efficient Comparisons: Use the comparison feature to track progress or results over time.