How to Upload and Manage Client Photos in Online CIC's

Accessing Online CICs

1. Log In:

   • Sign in to your Smart System Console.

   • Click on the Client Information tile.

2. Select Site (if applicable):

   • Choose the site you wish to manage.

3. Enter Your PIN:

   • Input your Shortcuts PIN to proceed.

Uploading Client Photos

1. Find or Add a Client:

   • Use the Client Search Bar to locate an existing client.

   • Alternatively, click to Add a New Client.

2. Add a Photo:

   • Click the Photos button.

   • Press Add Photo.

3. Select an Image Source:

   • Mobile or Tablet Users:

     • Take a photo using your device’s camera.

     • Upload an image from your photo gallery.

4. Preview and Confirm:

   • Review the photo preview.

   • Click Done to save the image to the client’s photo history.

Comparing Client Photos

1. Select Photos for Comparison:

   • Click the Select button.

   • Choose two or more images.

2. Compare Photos:

   • Press the Compare button to view images side-by-side.

3. Switch Photos if Needed:

   • Click on thumbnails to change the displayed photos.

4. Exit Comparison Mode:

   • Press Back when done.

Adding Notes to Photos

1. Open a Photo:

   • Click on the photo you wish to annotate.

2. Enter Notes:

   • Type your notes while viewing the image.

3. Save Notes:

   • Press Save.

   • A note icon will appear on the photo, indicating it has attached comments.

Deleting Photos

1. Select the Photo:

   • Click the Select button.

   • Choose the image you wish to delete.

2. Delete the Image:

   • Press Delete.

   • Confirm by selecting Yes.

Key Takeaways

• Easily upload and store client photos to maintain comprehensive records.

• Compare multiple images side-by-side for visual assessments.

• Add notes to images for improved documentation.

• Remove outdated or unnecessary photos quickly.

By following these steps, you can keep accurate and organized client photo records, enhancing service quality and client interactions.