You can host your policies and procedures, client handbooks, employee procedures or any other business information files within the software. Files that are uploaded can appear on the users dashboard and can be associated with specific or all user types.
To upload your business documents go to: COMMUNICATION > DOCUMENTS. If there are files that are set to be shown on the dashboard, a documents panel will appear to the user. You can choose to show specific documents for the administrator, staff, practitioners and clients.
If you have a cancelation policy, you may want to upload that policy within the documents manager and display it on client dashboards. This makes it very easy for your clients to gain access to the policy.
Quick and easy access to this information can help your business become more efficient, improve client satisfaction, and lower mundane managerial responsibilities.
There is a 100 MB limit to file storage on the server. If you need more space please contact support.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
