Uploading Photos and Documents into Client Accounts

Photos

We allow you to upload one photo into each client's account so that when they sign in, the system will display their photo on the Self-Sign in screen. Once it's uploaded, the photo will also be displayed on each client's Client Info screen.

Here's how to upload a photo:

  1. Save a digital photo (.jpg or .gif) to your computer
  2. Log in to MINDBODY
  3. Follow this menu path:  Clients => Lookup Clients => (look up a client)
  4. In the Client Photo box in the lower right corner, browse to where the photo is saved on your computer.
  5. Upload it.

 

Documents

You can also upload Microsoft Word documents, Microsoft Excel spreadsheets, pdf documents, and just about anything else into each client's account. Upload such documents, as long as they're less than 5 MB, into each client's Client Info screen. You or your staff can view them later under a new button at the top titled "Documents."

  1. Enable the feature: Toolbox => Setup => Options => General Setup & Options
  2. Log out of the system, press F5 on your keyboard, then log back in.
  3. Where to upload and view documents: Clients => Lookup Clients => (look up a client) => Documents