đ How to Add a File to a Client Profile
Log in to app.getporter.io
Use the search bar at the top to find the client by name
Click on the Customer Profile from the search results
> đĄ Alternatively, you can also:
Go to the Calendar page
Click on an appointment
Scroll to the Client section and click âViewâ to open their profile
đ Upload a File
Once youâre in the clientâs profile:
Click the three dots (â˘â˘â˘) in the upper-right corner of the profile sidebar
Select âUpload file for customerâ
Choose the file (PDF, image, or document) youâd like to attach
đ Where to Find Uploaded Files
After uploading:
Scroll to the bottom of the customer profile
Youâll see a section displaying all attached files and images
This is useful for keeping backup IDs, consent forms, or any other client-related documentation in one place.