You can store documents for each of your customers in the Green Bits Back Office. This is useful for keeping copies of a patient's medical ID, driver's license, a photo, or any other relevant documentation.
- Go to Customers in the Back Office.
- Select a customer or add a new one.
- Select the Files tab.
- Select New File Attachment, and choose a file from your hard drive.
Supported file formats are .jpg, .png, and .pdf, with a maximum file size of 2 MB.
- Select Save.
Customer attachments can only be viewed in the Back Office and are not visible from the Register app.