Documents
Share documents with your clients directly through Booker. Upload files, control access, and track when clients view them.
Supported files
Section titled “Supported files”- Format: PDF only
- Maximum size: 10 MB per file
- Storage: Files are securely stored in AWS S3
Uploading a document
Section titled “Uploading a document”- Navigate to a client’s profile or a specific appointment
- Tap Upload Document
- Select a PDF file (max 10 MB)
- Set the sensitivity level:
- Normal — client can access directly
- Sensitive — client must verify with an access code before viewing
- Optionally set an expiration date after which the document is no longer accessible
- Tap Upload
Document types
Section titled “Document types”Client-level documents
Section titled “Client-level documents”Attached to a client’s profile and always accessible from their profile page. Use for:
- Treatment plans
- Intake forms
- General reference materials
Appointment-level documents
Section titled “Appointment-level documents”Attached to a specific appointment. Use for:
- Session notes
- Post-appointment instructions
- Invoices for a specific visit
Sensitivity levels
Section titled “Sensitivity levels”| Level | Access |
|---|---|
| Normal | Client clicks the link and views the document directly |
| Sensitive | Client must enter an access code to view the document. The code is sent separately. |
Access sessions
Section titled “Access sessions”When a client successfully verifies a sensitive document, they receive a temporary access session. This means they don’t need to re-enter the code for a short period while viewing.
Tracking access
Section titled “Tracking access”Booker tracks document access so you can see:
| Metric | Description |
|---|---|
| View count | How many times the document has been accessed (e.g. “Viewed 3 times”) |
| Last accessed | When the document was last viewed (e.g. “Viewed 2 hours ago”) |
| Not yet viewed | Shown when the document hasn’t been accessed at all |
This helps you follow up with clients who haven’t reviewed important documents.
Expiration
Section titled “Expiration”Documents can be set to expire after a specific date. Expired documents:
- Show an Expired badge in your document list
- Are no longer accessible to the client via the shared link
- Remain in your records for reference
File size display
Section titled “File size display”Document sizes are displayed in a human-readable format:
- Under 1 KB: shown in bytes (e.g. “500 B”)
- Under 1 MB: shown in kilobytes (e.g. “250 KB”)
- 1 MB and above: shown in megabytes (e.g. “4.2 MB”)