[{"data":1,"prerenderedAt":1115},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fread-a-clients-profile":3,"help-all-categories":304,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fread-a-clients-profile":424,"help-related:\u002Fhelp\u002Fclients\u002Fread-a-clients-profile":425},{"id":4,"title":5,"audience":6,"body":7,"category":282,"description":283,"draft":284,"extension":285,"icon":286,"keywords":287,"meta":294,"navigation":295,"order":296,"path":297,"related":298,"seo":300,"stem":301,"updatedAt":302,"__hash__":303},"help\u002Fhelp\u002Fclients\u002Fread-a-clients-profile.md","Read a client's profile","clinic",{"type":8,"value":9,"toc":265},"minimark",[10,14,19,24,33,37,178,182,188,192,203,209,213,220,224,228,243,247,250,254],[11,12,13],"p",{},"Click a client anywhere — the directory, a booking, a search result — and the same slide-in profile panel opens over your current screen, with everything about them organised into tabs. Close it and you're back where you were, booking intact.",[15,16,18],"h2",{"id":17},"whats-on-a-clients-profile","What's on a client's profile?",[20,21,23],"h3",{"id":22},"the-header","The header",[11,25,26,27,32],{},"Name, avatar, tags, and key facts up top, with actions for editing, merging, blocking, and more. If the client is blocked, the header says so and by whom — see ",[28,29,31],"a",{"href":30},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",".",[20,34,36],{"id":35},"the-tabs","The tabs",[38,39,40,53],"table",{},[41,42,43],"thead",{},[44,45,46,50],"tr",{},[47,48,49],"th",{},"Tab",[47,51,52],{},"What's there",[54,55,56,68,78,88,98,108,118,128,138,148,158,168],"tbody",{},[44,57,58,65],{},[59,60,61],"td",{},[62,63,64],"strong",{},"Overview",[59,66,67],{},"The snapshot: next visit, recent activity, key figures, consent on file",[44,69,70,75],{},[59,71,72],{},[62,73,74],{},"Activity",[59,76,77],{},"A chronological trail of everything that has happened",[44,79,80,85],{},[59,81,82],{},[62,83,84],{},"Messages",[59,86,87],{},"The two-way message thread with this client — the same thread as the inbox",[44,89,90,95],{},[59,91,92],{},[62,93,94],{},"Appointments",[59,96,97],{},"Past and upcoming visits",[44,99,100,105],{},[59,101,102],{},[62,103,104],{},"Sales",[59,106,107],{},"Every transaction, with a link into the full sale",[44,109,110,115],{},[59,111,112],{},[62,113,114],{},"Client details",[59,116,117],{},"The editable record — contact, address, preferences",[44,119,120,125],{},[59,121,122],{},[62,123,124],{},"Items",[59,126,127],{},"Memberships, packages and gift cards they hold",[44,129,130,135],{},[59,131,132],{},[62,133,134],{},"Documents",[59,136,137],{},"Completed forms and consents",[44,139,140,145],{},[59,141,142],{},[62,143,144],{},"Photos",[59,146,147],{},"Before-and-after clinical photos, on its own permission",[44,149,150,155],{},[59,151,152],{},[62,153,154],{},"Wallet",[59,156,157],{},"Store credit and saved cards",[44,159,160,165],{},[59,161,162],{},[62,163,164],{},"Loyalty",[59,166,167],{},"Points balance, tier, and reward history",[44,169,170,175],{},[59,171,172],{},[62,173,174],{},"Reviews",[59,176,177],{},"Reviews they've left",[15,179,181],{"id":180},"consent-on-file","Consent on file",[11,183,184,185,187],{},"The Overview surfaces whether the client has a consent on record — a signed form or an explicit consent checkbox — and its date. The consent's content lives in the submission itself, under ",[62,186,134],{},". Viewing consent status is treated as a clinical read and is written to the audit trail.",[15,189,191],{"id":190},"when-something-is-hidden-not-empty","When something is hidden, not empty",[11,193,194,195,198,199,32],{},"Some fields — allergies, internal notes, contact details, financial figures, photos — are each behind their own permission. If your role lacks one, the field renders as a locked \"hidden by your permissions\" placeholder, ",[62,196,197],{},"never"," as \"none recorded\". A profile that looks sparse to you may be full for a colleague. See ",[28,200,202],{"href":201},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden from me?",[204,205,206],"warning",{},[11,207,208],{},"Never treat a field you can't see as evidence of absence. \"No allergies shown\" and \"no allergies recorded\" are different claims — if the allergy field is masked for you, ask someone who can see it before treating.",[15,210,212],{"id":211},"deep-links","Deep links",[11,214,215,219],{},[216,217,218],"code",{},"\u002Fclients\u002F\u003Cid>"," is a stable link to a client — paste it in a note or a board card and it opens the panel over the directory. Emails Owneli sends to staff use these links too.",[15,221,223],{"id":222},"common-questions","Common questions",[20,225,227],{"id":226},"where-do-i-see-what-a-client-signed","Where do I see what a client signed?",[11,229,230,232,233,237,238,242],{},[62,231,134],{}," lists completed forms and consents; open one to see the answers and signature — see ",[28,234,236],{"href":235},"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form","Review a submitted form",". The Overview also shows whether ",[239,240,241],"em",{},"any"," consent is on file and its date.",[20,244,246],{"id":245},"why-does-a-clients-profile-look-emptier-to-me-than-to-my-manager","Why does a client's profile look emptier to me than to my manager?",[11,248,249],{},"Contact details, clinical fields, financials, and photos are each behind their own permission. What you lack renders as a locked placeholder, not as empty data.",[20,251,253],{"id":252},"how-do-i-edit-the-clients-details","How do I edit the client's details?",[11,255,256,257,260,261,32],{},"Open the ",[62,258,259],{},"Details"," tab, or use the edit action in the header — it opens the same overlay used to ",[28,262,264],{"href":263},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","add a client",{"title":266,"searchDepth":267,"depth":267,"links":268},"",2,[269,274,275,276,277],{"id":17,"depth":267,"text":18,"children":270},[271,273],{"id":22,"depth":272,"text":23},3,{"id":35,"depth":272,"text":36},{"id":180,"depth":267,"text":181},{"id":190,"depth":267,"text":191},{"id":211,"depth":267,"text":212},{"id":222,"depth":267,"text":223,"children":278},[279,280,281],{"id":226,"depth":272,"text":227},{"id":245,"depth":272,"text":246},{"id":252,"depth":272,"text":253},"clients","A tour of the client profile panel — what each tab holds, where consent lives, and how to read fields hidden by your permissions.",false,"md","i-lucide-user",[288,289,290,291,292,293],"client profile","client record tabs","client history","consent on file","allergies hidden","client wallet and loyalty",{},true,15,"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile",[263,201,299],"\u002Fhelp\u002Fclients\u002Fclient-photos",{"title":5,"description":283},"help\u002Fclients\u002Fread-a-clients-profile","2026-09-01","GAaJiCCfiB75w4Da9oK8LSozfEdIDpAii12D10AcW2U",[305,316,325,334,343,353,363,373,383,393,403,414],{"id":306,"title":307,"audience":6,"description":308,"extension":309,"icon":310,"meta":311,"order":312,"slug":313,"stem":314,"__hash__":315},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":317,"title":318,"audience":6,"description":319,"extension":309,"icon":320,"meta":321,"order":267,"slug":322,"stem":323,"__hash__":324},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":326,"title":327,"audience":6,"description":328,"extension":309,"icon":329,"meta":330,"order":272,"slug":331,"stem":332,"__hash__":333},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":335,"title":336,"audience":6,"description":337,"extension":309,"icon":338,"meta":339,"order":340,"slug":282,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":344,"title":345,"audience":6,"description":346,"extension":309,"icon":347,"meta":348,"order":349,"slug":350,"stem":351,"__hash__":352},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":354,"title":355,"audience":6,"description":356,"extension":309,"icon":357,"meta":358,"order":359,"slug":360,"stem":361,"__hash__":362},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":364,"title":365,"audience":6,"description":366,"extension":309,"icon":367,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":374,"title":375,"audience":6,"description":376,"extension":309,"icon":377,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":384,"title":385,"audience":6,"description":386,"extension":309,"icon":387,"meta":388,"order":389,"slug":390,"stem":391,"__hash__":392},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":394,"title":395,"audience":6,"description":396,"extension":309,"icon":397,"meta":398,"order":399,"slug":400,"stem":401,"__hash__":402},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":404,"title":405,"audience":406,"description":407,"extension":309,"icon":408,"meta":409,"order":410,"slug":411,"stem":412,"__hash__":413},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":415,"title":416,"audience":406,"description":417,"extension":309,"icon":418,"meta":419,"order":420,"slug":421,"stem":422,"__hash__":423},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[426,743,939],{"id":427,"title":428,"audience":6,"body":429,"category":282,"description":734,"draft":284,"extension":285,"icon":735,"keywords":736,"meta":737,"navigation":295,"order":399,"path":263,"related":738,"seo":740,"stem":741,"updatedAt":302,"__hash__":742},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":430,"toc":724},[431,435,442,445,451,457,463,469,474,477,481,487,498,504,507,511,525,528,532,535,554,557,563,566,572,576,579,586,591,595,606,609,612,721],[15,432,434],{"id":433},"add-a-client","Add a client",[11,436,437,438,441],{},"The add-client overlay opens from anywhere — ",[62,439,440],{},"Clients → Add client",", the client picker inside a booking, or the waitlist. It's the same overlay everywhere, so what you learn once holds everywhere.",[11,443,444],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,446,447,450],{},[62,448,449],{},"Identity"," — full name, email, phone (with country), an optional avatar, and a birthday. Birthday can be month-and-day only if you don't have the year.",[11,452,453,456],{},[62,454,455],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,458,459,462],{},[62,460,461],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,464,465,468],{},[62,466,467],{},"Communication preferences"," — appointment emails, appointment SMS, and birthday messages, each toggled independently. SMS options only become available once a phone number is on the record.",[204,470,471],{},[11,472,473],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,475,476],{},"Owneli checks for an existing client as you type a name, email or phone, and warns you before you create a second record for the same person.",[15,478,480],{"id":479},"find-a-client","Find a client",[11,482,483,486],{},[62,484,485],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,488,489,490,493,494,497],{},"Faster still: ",[216,491,492],{},"⌘K"," \u002F ",[216,495,496],{},"Ctrl+K"," searches clients from any page in the app.",[499,500,501],"note",{},[11,502,503],{},"Clients belong to the business, not to a location. By default you see everyone. Use the location filter when you specifically want to see who books at one site.",[11,505,506],{},"Some columns may be hidden for you. Contact details, dates of birth and addresses, and financial figures like lifetime spend are three separate permissions — a role can see the client list without seeing their phone numbers.",[15,508,510],{"id":509},"tags","Tags",[11,512,513,514,517,518,517,521,524],{},"Tags are how you segment: ",[216,515,516],{},"VIP",", ",[216,519,520],{},"patch-test-due",[216,522,523],{},"referred-by-staff",", whatever your business needs.",[11,526,527],{},"Select clients in the list to add or remove a tag in bulk, and filter the directory by tag. Tags also drive campaign audiences and the calendar's client-tag filter.",[15,529,531],{"id":530},"bulk-actions","Bulk actions",[11,533,534],{},"Select clients with the checkboxes and act on all of them at once:",[536,537,538,542,545,548,551],"ul",{},[539,540,541],"li",{},"Send a form",[539,543,544],{},"Add to a campaign",[539,546,547],{},"Add or remove a tag",[539,549,550],{},"Export",[539,552,553],{},"Delete",[11,555,556],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[558,559,560],"caution",{},[11,561,562],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[15,564,550],{"id":565},"export",[11,567,568,571],{},[62,569,570],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[15,573,575],{"id":574},"merge-duplicates","Merge duplicates",[11,577,578],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,580,581,582,585],{},"Open the client you want to keep, then ",[62,583,584],{},"Merge",". Choose the duplicate to fold in. Appointments, sales, forms, photos, loyalty and notes move onto the record you kept, and the duplicate is retired.",[204,587,588],{},[11,589,590],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[15,592,594],{"id":593},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,596,597,598,601,602,32],{},"Don't type them. ",[62,599,600],{},"Settings → Import"," maps a CSV or Excel export column by column, de-duplicates against what you already have, and can be undone in one click. See ",[28,603,605],{"href":604},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[15,607,608],{"id":17},"What's on a client's profile",[11,610,611],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[38,613,614,622],{},[41,615,616],{},[44,617,618,620],{},[47,619,49],{},[47,621,52],{},[54,623,624,633,641,649,657,665,673,681,689,697,705,713],{},[44,625,626,630],{},[59,627,628],{},[62,629,64],{},[59,631,632],{},"The snapshot: next visit, recent activity, key figures",[44,634,635,639],{},[59,636,637],{},[62,638,74],{},[59,640,77],{},[44,642,643,647],{},[59,644,645],{},[62,646,84],{},[59,648,87],{},[44,650,651,655],{},[59,652,653],{},[62,654,94],{},[59,656,97],{},[44,658,659,663],{},[59,660,661],{},[62,662,104],{},[59,664,107],{},[44,666,667,671],{},[59,668,669],{},[62,670,114],{},[59,672,117],{},[44,674,675,679],{},[59,676,677],{},[62,678,124],{},[59,680,127],{},[44,682,683,687],{},[59,684,685],{},[62,686,134],{},[59,688,137],{},[44,690,691,695],{},[59,692,693],{},[62,694,144],{},[59,696,147],{},[44,698,699,703],{},[59,700,701],{},[62,702,154],{},[59,704,157],{},[44,706,707,711],{},[59,708,709],{},[62,710,164],{},[59,712,167],{},[44,714,715,719],{},[59,716,717],{},[62,718,174],{},[59,720,177],{},[11,722,723],{},"The panel opens over whatever you were doing and closes back to it, so you can check a client's history mid-booking without losing the booking.",{"title":266,"searchDepth":267,"depth":267,"links":725},[726,727,728,729,730,731,732,733],{"id":433,"depth":267,"text":434},{"id":479,"depth":267,"text":480},{"id":509,"depth":267,"text":510},{"id":530,"depth":267,"text":531},{"id":565,"depth":267,"text":550},{"id":574,"depth":267,"text":575},{"id":593,"depth":267,"text":594},{"id":17,"depth":267,"text":608},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[739,604],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":428,"description":734},"help\u002Fclients\u002Fadd-and-find-clients","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",{"id":744,"title":202,"audience":6,"body":745,"category":282,"description":924,"draft":284,"extension":285,"icon":925,"keywords":926,"meta":932,"navigation":295,"order":933,"path":201,"related":934,"seo":935,"stem":936,"updatedAt":937,"__hash__":938},"help\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden.md",{"type":8,"value":746,"toc":913},[747,750,754,757,820,823,827,833,836,841,845,875,879,890,892,896,899,903,906,910],[11,748,749],{},"A dashed box with a lock icon in place of a field means your role doesn't include permission to see that data. The information may well exist — Owneli shows you a lock precisely so you can't mistake \"hidden from you\" for \"nothing recorded\".",[15,751,753],{"id":752},"what-does-the-locked-placeholder-mean","What does the locked placeholder mean?",[11,755,756],{},"Client data is split into separately-permissioned slices. A role can see the client list without any of these:",[38,758,759,769],{},[41,760,761],{},[44,762,763,766],{},[47,764,765],{},"Slice",[47,767,768],{},"Examples",[54,770,771,781,791,801,810],{},[44,772,773,778],{},[59,774,775],{},[62,776,777],{},"Contact details",[59,779,780],{},"Email, phone, date of birth, address",[44,782,783,788],{},[59,784,785],{},[62,786,787],{},"Clinical fields",[59,789,790],{},"Allergies, internal clinical notes",[44,792,793,798],{},[59,794,795],{},[62,796,797],{},"Financials",[59,799,800],{},"Lifetime spend, sale amounts",[44,802,803,807],{},[59,804,805],{},[62,806,144],{},[59,808,809],{},"The before\u002Fafter gallery",[44,811,812,817],{},[59,813,814],{},[62,815,816],{},"PHI form answers",[59,818,819],{},"Submissions marked as containing health information",[11,821,822],{},"Whichever slices your role lacks render as the locked placeholder wherever they'd appear — the profile, search results, lists.",[15,824,826],{"id":825},"hidden-is-never-none","Hidden is never \"none\"",[11,828,829,830],{},"This is the rule that matters clinically: ",[62,831,832],{},"a masked field must never be read as empty.",[11,834,835],{},"\"No allergies recorded\" is a clinical assertion — someone checked and found none. A lock is a different statement: the record may hold allergies you are not permitted to see. Owneli will never show you \"none recorded\" for a field it is hiding from you.",[204,837,838],{},[11,839,840],{},"Before treating, if the allergy or clinical-notes field is locked for you, ask a colleague with clinical access to check it. Never infer safety from a field you can't see.",[15,842,844],{"id":843},"knock-on-effects-youll-notice","Knock-on effects you'll notice",[536,846,847,857,863],{},[539,848,849,852,853,32],{},[62,850,851],{},"Search:"," without contact-details access, searching clients by email or phone finds nothing — search by name instead. See ",[28,854,856],{"href":855},"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything","Search everything",[539,858,859,862],{},[62,860,861],{},"Directory columns:"," the lifetime-spend column disappears without financial access.",[539,864,865,868,869,872,873,32],{},[62,866,867],{},"Submissions:"," PHI answers appear masked, with an audited ",[62,870,871],{},"Reveal"," if your role can open submissions. See ",[28,874,236],{"href":235},[15,876,878],{"id":877},"getting-access","Getting access",[11,880,881,882,885,886,32],{},"Permissions are capabilities attached to roles, not fixed job titles — an admin can grant exactly the slice your work needs in ",[62,883,884],{},"Settings",", without making you an admin. See ",[28,887,889],{"href":888},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[15,891,223],{"id":222},[20,893,895],{"id":894},"is-the-field-hidden-or-just-empty","Is the field hidden or just empty?",[11,897,898],{},"If you can see the field's normal empty state (\"Add allergies…\"), it's empty. If you see the dashed lock placeholder, it's hidden — and its real contents are unknown to you.",[20,900,902],{"id":901},"who-decides-what-i-can-see","Who decides what I can see?",[11,904,905],{},"Your role's capability grants, set by an admin or the owner. The same role applies everywhere in the app, so a field hidden on the profile is also hidden in search and lists.",[20,907,909],{"id":908},"does-revealing-masked-form-answers-get-reported","Does revealing masked form answers get reported?",[11,911,912],{},"Yes — each reveal writes an audit-trail entry with your name, the model being accountability rather than a hard block.",{"title":266,"searchDepth":267,"depth":267,"links":914},[915,916,917,918,919],{"id":752,"depth":267,"text":753},{"id":825,"depth":267,"text":826},{"id":843,"depth":267,"text":844},{"id":877,"depth":267,"text":878},{"id":222,"depth":267,"text":223,"children":920},[921,922,923],{"id":894,"depth":272,"text":895},{"id":901,"depth":272,"text":902},{"id":908,"depth":272,"text":909},"What the locked \"hidden by your permissions\" placeholder means on a client record, and why hidden is never the same as empty.","i-lucide-lock",[927,928,292,929,930,931],"hidden by your permissions","can't see client email","masked field","permission to view client details","locked field on client profile",{},55,null,{"title":202,"description":924},"help\u002Fclients\u002Fwhy-is-a-field-hidden","2026-08-14","YndrvRH8uAB3OlQqeB3hXDi9ZQkY2UsnlPcmo5KEJlw",{"id":940,"title":941,"audience":6,"body":942,"category":282,"description":1102,"draft":284,"extension":285,"icon":1103,"keywords":1104,"meta":1110,"navigation":295,"order":1111,"path":299,"related":934,"seo":1112,"stem":1113,"updatedAt":937,"__hash__":1114},"help\u002Fhelp\u002Fclients\u002Fclient-photos.md","Client photos",{"type":8,"value":943,"toc":1088},[944,950,954,998,1002,1009,1053,1058,1065,1067,1071,1074,1078,1081,1085],[11,945,946,947,949],{},"Each client has a photo gallery on their profile — the ",[62,948,144],{}," tab — for before, after, and progress shots. Photos sit behind their own permission, separate from the rest of the record, because clinical images are the most sensitive thing you hold.",[15,951,953],{"id":952},"how-do-i-add-photos-to-a-client","How do I add photos to a client?",[955,956,957,961,966,970,973,977,991,995],"steps",{},[20,958,960],{"id":959},"open-the-clients-photos-tab","Open the client's Photos tab",[11,962,963,964,32],{},"Find the client and open their profile panel, then ",[62,965,144],{},[20,967,969],{"id":968},"open-the-uploader","Open the uploader",[11,971,972],{},"Click the upload action — a panel slides in beside the profile.",[20,974,976],{"id":975},"choose-the-phase","Choose the phase",[11,978,979,980,517,983,986,987,990],{},"Mark each photo ",[62,981,982],{},"Before",[62,984,985],{},"After",", or ",[62,988,989],{},"Progress"," so the gallery reads as a treatment story, not a pile of images.",[20,992,994],{"id":993},"drop-in-the-files","Drop in the files",[11,996,997],{},"Drag photos onto the dropzone or browse for them, then upload. A confirmation counts what went up; anything too large is called out by name.",[15,999,1001],{"id":1000},"who-can-see-add-and-delete-photos","Who can see, add, and delete photos?",[11,1003,1004,1005,1008],{},"Photo access is a capability of its own — granting someone the client record does ",[239,1006,1007],{},"not"," grant them the gallery:",[38,1010,1011,1021],{},[41,1012,1013],{},[44,1014,1015,1018],{},[47,1016,1017],{},"Permission",[47,1019,1020],{},"Allows",[54,1022,1023,1033,1043],{},[44,1024,1025,1030],{},[59,1026,1027],{},[62,1028,1029],{},"View photos",[59,1031,1032],{},"Open the Photos tab and see the gallery",[44,1034,1035,1040],{},[59,1036,1037],{},[62,1038,1039],{},"Manage photos",[59,1041,1042],{},"Upload and organise photos",[44,1044,1045,1050],{},[59,1046,1047],{},[62,1048,1049],{},"Delete photos",[59,1051,1052],{},"Remove photos — deliberately separate from managing",[11,1054,1055,1056,32],{},"If your role lacks photo access, the tab shows a locked \"hidden by your permissions\" state — not an empty gallery. See ",[28,1057,202],{"href":201},[204,1059,1060],{},[11,1061,1062,1063,32],{},"Photograph with consent. If your intake or consent form covers photography, make sure it's signed before the camera comes out — the signed form lives on the same profile, under ",[62,1064,134],{},[15,1066,223],{"id":222},[20,1068,1070],{"id":1069},"why-cant-i-see-a-clients-photos-when-a-colleague-can","Why can't I see a client's photos when a colleague can?",[11,1072,1073],{},"Viewing photos is its own permission. Ask an admin to add the photo capability to your role if your work needs it.",[20,1075,1077],{"id":1076},"the-photos-tab-looks-empty-does-that-mean-none-were-taken","The Photos tab looks empty — does that mean none were taken?",[11,1079,1080],{},"Only if you have photo access. Without it the tab renders as hidden, and you can't distinguish \"no photos\" from \"photos you can't see\".",[20,1082,1084],{"id":1083},"can-clients-see-their-own-photos","Can clients see their own photos?",[11,1086,1087],{},"Photos are internal to the business — they aren't shown in the client portal.",{"title":266,"searchDepth":267,"depth":267,"links":1089},[1090,1096,1097],{"id":952,"depth":267,"text":953,"children":1091},[1092,1093,1094,1095],{"id":959,"depth":272,"text":960},{"id":968,"depth":272,"text":969},{"id":975,"depth":272,"text":976},{"id":993,"depth":272,"text":994},{"id":1000,"depth":267,"text":1001},{"id":222,"depth":267,"text":223,"children":1098},[1099,1100,1101],{"id":1069,"depth":272,"text":1070},{"id":1076,"depth":272,"text":1077},{"id":1083,"depth":272,"text":1084},"Upload before, after, and progress photos to a client's gallery, and control who on your team can view, add, or delete them.","i-lucide-image",[1105,1106,1107,1108,1109],"before and after photos","client photo gallery","upload treatment photos","who can see client photos","delete client photo",{},50,{"title":941,"description":1102},"help\u002Fclients\u002Fclient-photos","L10-iAvXi0N3YI-06nKq7WXRBKXok_4iqjeknGlBKfk",1790210902797]