Client records and attachments

Add an entry

Choose Add entry, select Information, Preference or Important, and enter the text. An entry can contain text or an attachment.

Template entries

Under Entry type, choose an active template prepared by an owner or manager. Complete its text and number fields, choice lists and attachments. Required fields must have valid values before saving. Create and change templates in the web panel; see Client records and templates.

If a template has been overwritten, review fields that need adapting and answers marked for removal on the next save. Changing the entry type discards unsaved answers and selected files after confirmation. Archived templates cannot be selected for new entries, but existing entries remain readable and editable.

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. Templates additionally enforce the allowed formats and count for each field. A photo field accepts one JPEG or PNG.

Open an attachment, save it to Files or share it. For a standard entry, remove it without deleting the entry; for a template entry, manage files while editing the relevant field and save the changes.

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.