I understand it's not possible at the moment to include attachment uploads in employee notifications - is this something that will be available in the future?
It is also pretty important that out clients are able to upload word and excel docs - will this be possible?
At the moment, it's only possible to send an attachment as a link into the notification that goes to the Employee.
Your clients (if you are referring to clients who are booking appointments), can upload files while booking appointments - you can add a Custom Field attachment into the booking form.
The attachment that can be sent to employee, is the one that customer can upload to the booking form if you add Custom Field Attachment (if your bookings require customers to provide any additional document).
You would put a placeholder of this custom field into template for Employee, and they would be able to see the attachment customer sent immediately.
I understand it's not possible at the moment to include attachment uploads in employee notifications - is this something that will be available in the future?
It is also pretty important that out clients are able to upload word and excel docs - will this be possible?
Hi Katie,
thank you for reaching out.
At the moment, it's only possible to send an attachment as a link into the notification that goes to the Employee.
Your clients (if you are referring to clients who are booking appointments), can upload files while booking appointments - you can add a Custom Field attachment into the booking form.
Hi - yes I know this - but they can't upload word or excel documents (all those options are blocked out)
Hi Katie,
I'd like to explain in a bit more detail:
The attachment that can be sent to employee, is the one that customer can upload to the booking form if you add Custom Field Attachment (if your bookings require customers to provide any additional document).
You would put a placeholder of this custom field into template for Employee, and they would be able to see the attachment customer sent immediately.