Storing Customer Documents

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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, or any other relevant paperwork.

Here's how to do it:

1. Log in to the Green Bits back office. 

2. Visit the Customers section.

3. Choose a customer. From here, you'll be able to add, delete, and view customer documents. 

4. Click "Save 

For now, customer attachments can only be viewed in the back office and are not visible from the register. 

 

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1 Comments

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    Caitlyn Johnston

    Needs a lot more detail. It's not the UI that people have trouble with and if that's all the documentation covers, then it's woefully inadequate.

    Edited by Caitlyn Johnston
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