Attachments in your booking can be useful in many ways. You can upload documents like checklists, manuals, or instructions. Your service provider can also attach images—such as before-and-after photos, damage documentation (e.g., stains or broken items), or the current condition of a home or workspace.
IMPORTANT! All uploaded files can be accessed via public URL links, either shared manually or included in communications with customers and service providers.
Step-by-step guide to attaching one or more files to a booking or recurring booking
In the left menu bar, go to Bookings and select the booking you want to attach files to.
Then, click on Attach File
There are 4 steps to attach a file to a booking—or 5 steps if the booking is recurring. To learn more about recurring booking, click here!
Step 1. Select a file to upload
Step 2. Choose who can see the file
Share this file with the customer?
Share this file with your assigned service providers?
Step 3. Choose who you want to notify
Would you like us to notify your customer of this change?
Would you like us to notify the assigned service providers of this change?
Step 4. Save to recurrence
If enabled, the file will be available across all bookings within the recurrence, instead of being limited to this single booking.
Step 5. Click Upload and done!
❓FAQs
Can attachments be edited or removed after uploading?
Yes. You can view, replace, rename or delete attachments at any time from a booking or booking recurrence.
Are attachments stored securely?
Yes. All files are stored securely and follow standard data protection protocols to keep customer and business information safe.
What types of files can I attach to a booking?
Supported file types include: .JPG, .JPEG, .PNG, PDF, .TXT
.DOC, .DOCX, .XLS, .XLSX (Maximum file size: 10 MB)
How can I view attachments related to a booking?
Follow this guide to view attachments related to a booking.
How can I edit the attachment?
Edit the attachment's name, access rights, delete and replace it.
How can I share the attachment link?
Share the attachment link with someone.
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