Dropbox is a great tool for businesses wishing to store documents securely in the cloud and access them instantly from any mobile device. And best of all, it’s free!
This means you can now upload any documents saved in your Dropbox account and attached them to specific customer profiles. This could be useful for saving:
- Payment confirmation
- Training schedules
- Progress notes
- Lesson plans
- Treatment history
- Photos and images
- And much more…
It’s quick and easy to upload documents to your customer profiles using Dropbox. Simply click on the customer profile you wish to add a document to and click the “Edit” button. At the bottom of the profile you will now see a new option “Upload files from Dropbox”:
Clicking this button will open up your Dropbox folder, where you can choose the files you wish to upload. Once you have selected your files, click “Choose” at the bottom of the pop-up. (If you already have Dropbox account, the first time you upload a file you will be prompted for your Dropbox email address and password. If you don’t yet have a Dropbox account you can register for a free one at this stage.)
Once you have selected the files you wish to upload you will see them listed at the bottom of the customer profile. You then simply need to hit “Update” and the files will be attached to that profile.
You will then be able to see all uploaded files listed as icons at the bottom of your customer profile. (If you need to remove files at any point, just click the grey cross you see next to each file icon in “Edit”, then “Update” on the customer profile to remove the attachment.)
That’s all there is to it.
As always, our support team are on hand if you have any questions, just drop them a line at email@example.com.
The BookingBug Team.