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Knowledge Base |
Upload, Remove Or Edit A Client's Photo
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This instructional article will inform you how to upload (add), remove (delete) or edit (change) a client's photo.
Requirements - A Master Admin login or a staff type with the following permissions:
1. Uploading a Photo
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo.
Click the UPLOAD A PHOTO button and click Browse to locate the image file. Click the Add Photo button and the photo will be successfully added to the client's profile. You will see a preview of the photo and an Added on date and time.
2. Take a Photo with a Webcam
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo. Click the WEBCAM PHOTO button and then select Start Camera.
Please Note: If a new window appears asking Do you want to allow camera and microphone access? click Yes. ClubReady also suggests to select Remember my answer.
You will be shown a live feed of the camera. Please position the client in a photogenic position. When ready, click the TAKE PHOTO button.
A snapshot will be temporarily saved under the CHOOSE section. Multiple pictures can be taken. All photos will be temporarily saved. With your mouse cursor, click on one photo to select it. After, it will be highlighted in blue.
Click the SELECT button. The photo has successfully been added to the client's profile. You will see a preview of the photo.
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo. Choose REMOVE A PHOTO. The photo has successfully been removed from the client's profile.
Requirements - A Master Admin login or a staff type with the following permissions:
- Customer Management : General - Can access client options
- Customer Management : General - Can update customer ID photo
How To Add A Client Photo
1. Uploading a Photo
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo.
Click the UPLOAD A PHOTO button and click Browse to locate the image file. Click the Add Photo button and the photo will be successfully added to the client's profile. You will see a preview of the photo and an Added on date and time.
2. Take a Photo with a Webcam
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo. Click the WEBCAM PHOTO button and then select Start Camera.
Please Note: If a new window appears asking Do you want to allow camera and microphone access? click Yes. ClubReady also suggests to select Remember my answer.
You will be shown a live feed of the camera. Please position the client in a photogenic position. When ready, click the TAKE PHOTO button.
A snapshot will be temporarily saved under the CHOOSE section. Multiple pictures can be taken. All photos will be temporarily saved. With your mouse cursor, click on one photo to select it. After, it will be highlighted in blue.
Click the SELECT button. The photo has successfully been added to the client's profile. You will see a preview of the photo.
How To Remove A Client Photo
Under the Prospect, Members or Custs tab, use the search bar to generate a search for the client. Click on the client to select him or her from the results. Click the All Detail > General > Update ID Photo. Choose REMOVE A PHOTO. The photo has successfully been removed from the client's profile.
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