Adding an image to a client record can give you a visual reminder of who the client is. You can also add a unique image to each of a client’s sessions, giving you a quick view of their session history with your studio.
The
Main Client Image and Main Session Image(s) are stored in your database and can be merged into HTML emails (shown in the image below). See also: HTML Email Builder
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Choosing the Client Image #
Follow these steps to insert and change the client image:
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Open the client’s record.
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Click the picture icon to the left of the standard client information section or click Client Image on the ribbon.
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Browse your computer for the image file.
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Click Open to make that image the client image.
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To modify the image, click the image to reopen the file browser again and choose another image to open. You can replace the image at any time.
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Save and close the client when finished.