Ok this is more HTML related. When a business goes to view a client and brings up their page (I will call these descriptive pages 'profiles'), what should it look like? Obviously admins can edit these pages and employees can only view them.
Should the edit be like, you can edit any field by clicking an edit button next to each field? (so each field you want to edit is completely separate)
Or should there be one button you click that says "edit page" and it turns all fields into editable text fields and then one "save" button at the bottom, so you edit everything at once and then save it. Or a mixture of both of these?
Can we group into editable sections?
Can you upload multiple documents for a client? Are there set types of documents? (eg. you can upload a consent form and a picture. if you reupload one it will delete the one previously stored) If it's restrained like that it's much easier to code and limit server space. If they can just upload files willy-nilly then it's harder to control and set up a UI that supports multiple random files. Anything else you want on the client profile page? Currently it looks like this:
Client Profile Page should include:
Name:
Phone No:
Address:
Email:
Preferred Method of Contact
Record of Bookings (this means date of all booking history attached to client)
Payment History: Date and Amount Paid and Type of Payment
As to consent forms being uploaded, I know we had spoken about having an online consent form completed and attached to the client files. Is this still an option? I'd like the option of having .pdf and .jpgs attached.
Also, the client information listed above is not everything. If possible, I'd like to have control over the fields for client information. For example, I'd like to have a section for "notes" on a client, "Pigment Colour", "Needle Size", etc. But is it possible to change these so if I were a hairdresser I could change the fields to "Hair Colour" instead of "Pigment Colour"?
Ok this is more HTML related. When a business goes to view a client and brings up their page (I will call these descriptive pages 'profiles'), what should it look like? Obviously admins can edit these pages and employees can only view them.
Should the edit be like, you can edit any field by clicking an edit button next to each field? (so each field you want to edit is completely separate)
Or should there be one button you click that says "edit page" and it turns all fields into editable text fields and then one "save" button at the bottom, so you edit everything at once and then save it. Or a mixture of both of these?
Can you upload multiple documents for a client? Are there set types of documents? (eg. you can upload a consent form and a picture. if you reupload one it will delete the one previously stored) If it's restrained like that it's much easier to code and limit server space. If they can just upload files willy-nilly then it's harder to control and set up a UI that supports multiple random files. Anything else you want on the client profile page? Currently it looks like this:
Name: Phone No: Address: Email: Preferred Method of Contact Record of Bookings (this means date of all booking history attached to client) Payment History: Date and Amount Paid and Type of Payment
As to consent forms being uploaded, I know we had spoken about having an online consent form completed and attached to the client files. Is this still an option? I'd like the option of having .pdf and .jpgs attached.
Also, the client information listed above is not everything. If possible, I'd like to have control over the fields for client information. For example, I'd like to have a section for "notes" on a client, "Pigment Colour", "Needle Size", etc. But is it possible to change these so if I were a hairdresser I could change the fields to "Hair Colour" instead of "Pigment Colour"?