If you are using the Timely app on your iPhone or iPad, you'll be able to take, view, upload, edit, and delete photos from client records. This allows you to easily keep all of your relevant client information, in one place.
In this guide you will learn how to via and delete via the Timely iOS app. For more information on granting staff access permissions in order to enable your staff to do this, see our help guide How to give staff access to photos via the Timely iOS app.
Important note:to make sure you get the very best app experience, you'll need to have the latest version of IOS installed on your iphone or iPad.
How to upload photos via the Timely iOS app
If you're using the Timely app on your iPhone or iPad you'll be able to upload multiple photos to your clients account. We support .png, .gif and .jpg file formats for uploads. Photos taken on an iOS device will be stored in .jpg format. Uploading PDFs or other documents is only supported in Documents.
Step-by-step instructions
1
Head to the customers tab in Timely.
2
Search for the client and click on their name to open their record.
3
Go to the photos tab then click the add photo button.
4
A window will pop up that allows you to select a photo from your computer. We accept most common file types which includes gif, png, jpeg, jpg, bmp, tif, and tiff but all photos will be saved in jpeg format. The maximum size of a photo file is 10Mb.
5
Enter a description for the image and click save to finish. We'll record the date, time and staff member who uploaded the photo, but to make it easier for you to locate photos, we recommend being as descriptive as possible! There is no character limit for photo descriptions.
6
You will then be able to see the new photo, alongside any other images, in the client's photo gallery.
How to take new photos via the Timely iOS app
Step-by-step instructions
1
Head to the customers tab in the Timely iOS app.
2
Search for the client you'd like to add a photo to. In their record, click on the add button in the photos section.
3
Click take photo from the options. If it is your first time taking a photo, you will need to give Timely permission to access your camera. This will allow you to take photos when using the Timely app and have them save to your camera roll.
4
Now you can take the photo of your client. Click retaketo take another photo or use photo once you have the perfect shot.
5
You'll then be prompted to add a description for the image.We'll record the date, time and staff member who uploaded the photo, but to make it easier for you to locate photos, we recommend being as descriptive as possible! There is no character limit for this.
6
When you are happy with your photo, you can click save to add it. You will see a thumbnail of the new image in the photos section.
If you are looking to scan and upload documents rather than photos, you can find out more information in our help guide How to scan or upload documents on the iOS app.