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- From the client’s dashboard, navigate to the “Profile” section in the menu on the left, and click “Client Photo” .
2. Notice that you have two options. You can either upload a photo by clicking “Choose File” or take a photo of the client by clicking on the camera icon.
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Choosing “Choose File” #
1. Locate the file on your computer and upload it after clicking “Choose File”.
2. Click “Save”.
Taking a Photo with the Camera Icon #
1. Allow ClientTrack to access your device’s camera if you have not already done so.
2. Click the gray camera icon under the photo viewer to take a photo of your client.
3. You will have the options to “Use this image” or “Retake”. When you have a photo that you would like to use, click “Use this image”.
4. Click “Save“.
Tips #
Once a client’s photo is saved, selecting “Client Photo” and then clicking the client’s photo gain will allow you to download it. Remove a photo using the “Remove Photo” button or upload a new photo using the steps listed in this cheat sheet.
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