NOTE: This guide covers the new Online Bookings and Client Portal, which are being rolled out to clinics in phases. If your screens look different, your account may still be on the classic version — message us via the in-app chat and we will help.
In this article, you will learn how to let clients upload documents and photos from the Client Portal, and where their uploads are saved in Pabau.
Step 1: Allow Document Uploads
- Go to Setup → Client Portal and, on the Essentials tab, click the Documents card.
- Make sure Status is switched on.
- Under Feature settings, turn on Allow clients to upload documents.
Allow clients to upload documents
Step 2: Allow Photo Uploads
- Click the Photos card.
- Make sure Status is switched on.
- Under Feature settings, turn on Allow clients to upload photos.
Allow clients to upload photos
NOTE: Allow clients to upload photos is off until you turn it on. Document uploads are on by default whenever the Documents page is on.
Step 3: How Clients Upload a File
- Clients open My Documents (or Photos) in the portal menu.
- They click Upload a document (or Upload a photo), choose a file and give it a name.
Upload a document on the client’s My Documents page
The upload window
Documents can be PDF, Word, JPG, PNG or WebP files of up to 10 MB.
Where Do Uploads Go?
Each upload is saved straight to the client’s record: documents appear in the Documents section of their client card and photos in Photos. Uploads also stay visible to the client in their portal.
IMPORTANT: Uploads go straight onto the client’s record. Check them before relying on them clinically.
What's next?
To share files the other way, see How to Share Documents Securely from the Client Card (New Client Card). For every portal feature, see How to Choose Which Features Clients See in Your Client Portal.
Questions? Reach us any time via the in-app chat — we’re happy to help.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.