Add a Photo to Patient/Customer Profile

Add a photo of your customers for easy identification as soon as they walk into the office. 

This can only be done for custom contacts that have been manually added, not synced from a practice management system.

  1. Tap on Patients_Invert.svg Customers/Patients from the home screen
  2. Select the name of the patient you wish to upload a photo to
  3. Click on the Edit.svg Edit icon (in the bottom corner of the profile photo in the mobile app, or the top right corner in the desktop app)
  4. In the mobile app, Take a Photo or Choose From Library. Choose an image from your computer if adding the photo in the desktop app.
  5. Add your photo and click Save

Was this article helpful?