Client records and attachments
Add notes, preferences, photos and documents, and pin a short note to bookings.
PathClients → client profile → Open client record
Add an entry
Choose Add entry, select Information, Preference or Important, and enter the text. An entry can contain text or an attachment.
Attachments
Attach JPG/PNG images or PDF documents. Each entry can have up to five files; the app also shows the maximum size per file.
Open an attachment, save it to Files, share it or remove it without deleting the whole entry.
Pin to bookings
For an entry containing text, select Pin to bookings. The first 300 characters appear alongside bookings to give the team a brief reminder.
Order and deletion
Reorder, edit, select or delete entries in bulk. Deleting an entry also removes its attachments.