How to manage client attachments (desktop)

In this article, you will learn how to view, add, edit, download, and delete attachments from a client profile on desktop. An attachment can be an image or PDF document connected to the client or an appointment.

PLATFORM_SWITCH: Desktop · Mobile

Attachments are intended for internal staff work, for example a consent form, referral, before-and-after photo, or a document related to a specific appointment. They are not shown to clients in the Zoyya app, on the public profile, or during online booking, and they are not sent automatically. Use Share only when you intentionally want to send the file outside Zoyya.

Open attachments

1. Open Clients and select the client.
2. Open the Attachments tab.

The list shows the title, description, date added, and related appointment when the attachment belongs to an appointment.

Select the download icon on an attachment to download it. A share icon is also shown on devices that support direct file sharing. If the attachment is connected to an appointment, Open in calendar opens that appointment.

Add an attachment

1. Click Add an attachment.
2. Select a JPEG, PNG, or PDF file up to 10 MB.
3. Enter a Title and, if needed, a Description.
4. Save the attachment.

Edit, replace, or delete an attachment

Select the pencil icon on an attachment to change its title or description. The file itself cannot be replaced inside an existing attachment. To replace it, add the new file, check it, and then delete the old one.

To remove attachments, select one or more items, select the trash icon, and confirm. Deleting an attachment does not delete the related appointment. A deleted attachment cannot be restored through the Zoyya partner web app.

Related

• How to add and edit a client (desktop)
• How to view client appointments (desktop)

Updated on: 23/07/2026