One essential aspect of client management is the organization and accessibility of important documents. In this article, we'll guide you through the simple steps of attaching documents to your client profiles.
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To begin, log in to your Fit Pro Tracker and go to the desired client profile. This is where you'll store all relevant information and documents related to the client.
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Once you're on the client profile page, select the "Contact Info" tab and then click on the "Assets" tab – this is where you'll manage documents and files associated with the client. To add a new document, click on the "Add Document" button.
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On the next page click the "Select Document" button, this action will allow you to browse your computer for the file you want to add.
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After you've selected the document, it's time to personalize the details. You'll be presented with fields to input the "Document Name" and "File Name." This step ensures that your documents are easily identifiable and searchable within the client's profile. You also have the option to assign a category to the document. And to save the document simply click the "Add Document" button. The document will now be saved into the client's profile, ensuring that you can access it whenever needed.
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By following the steps outlined in this article, you can easily add documents to client profiles, ensuring that your business operations run smoothly and your clients receive the utmost attention and care.