At a Glance
Files let a clinic attach documents and images to a client's record — consent, letters, photos or referrals — so everything about a client is in one place. ClinicSoftware.com keeps attached files secure and linked to the right client, easy to find when needed.
What can you store in files?
You can attach documents and images to a client, such as consent forms, letters, photos and referrals. ClinicSoftware.com keeps them on the record.
Why keep files on the client record?
Attaching files to the client means everything is found instantly and stays secure, rather than scattered across email and drives.
Frequently Asked Questions
What can I store in files?
Documents and images attached to a client — consent, letters, photos, referrals. ClinicSoftware.com keeps them on the record.
Why keep files on the record?
So everything about a client is found instantly and stays secure.
Are files linked to the client?
Yes. Each file attaches to the relevant client record.
Are they secure?
Yes. Access follows staff permissions.
How It Works in ClinicSoftware
01
Open the client's record
02
Attach the document or image
03
It links to the client
04
Retrieve it securely anytime
Upload and store files directly against lead and customer profiles — treatment brochures, price lists, consultation notes, referral letters, or any supporting document. Files are accessible to all authorised team members and carry through to the client record upon conversion.
Как работи
01
Open a lead or customer profile and click the Files tab
02
Upload any file type: PDF, DOCX, JPG, or PNG
03
Tag the file with a category for easy retrieval
04
Files transfer automatically to the full client record on conversion
Ключови характеристики
Any File Type Upload
Category Tagging
Auto-Transfer on Conversion
Team Access
Secure Cloud Storage
Version History
Download Option
Mobile Access
Професионални съвети
Attach your treatment menu PDF to every new lead profile so the team can reference it in calls
Upload consultation notes as a PDF immediately after every discovery call
Review all files on a lead record before the first in-clinic appointment to be fully prepared