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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 take new photos 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.
Timely note: for the best experience, please make sure you are using the latest iOS version, and have updated the Timely iOS app.
How to take new photos via the Timely iOS app
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.