š Overview
While it isn't possible to upload documents directly to the platform, you can still record a customer's vaccination certificate against their profile. You do this by hosting the certificate elsewhere and saving a link to it in a custom field on the customer's profile.
This guide walks you through setting this up, recording a certificate, and reporting on who has submitted one.
š ļø Setup
Before you can record certificates, there are two things to put in place: a custom field to hold the link, and somewhere to host the documents.
A custom field on the customer profile | This field holds the link to where each customer's certificate is hosted. Set it so it's visible on the business side only, not to the customer. |
A hosting platform | Somewhere to store the certificate files, such as Dropbox or Google Drive, where each file has a link you can copy. |
š How to Record a Customer's Certificate
Once your field and hosting platform are ready, you record each certificate by uploading the file and saving its link to the customer's profile.
Get the certificate and upload it to your hosting platform. Ask your customer to submit a copy, then upload it yourself, or ask customers to upload it to your hosting platform directly.
āCopy the file's link and add it to the custom field on the customer's profile.
āFlag the customer's status (optional). If you'd like to see at a glance who has submitted a certificate, for example from the class attendee list or the Customer List, you can add an issue via the Issues tab on the customer's profile.
š How to Report on Submissions
To see who has submitted a certificate, you can export your Customer List and filter by your custom field. Go to Customers ā Customer List, click Export, choose the CSV/Excel option, and make sure your custom field is included in the fields you export.
Open the file in your spreadsheet software, and you can filter by the custom field column, for example filtering by blank entries to find customers who haven't submitted their certificate yet.
š” For more on exporting your customers, see how to email all of your customers, which covers the export options, here.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I upload the certificate file directly to the platform?
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No. Documents can't be uploaded to the platform directly. Instead, you host the file somewhere like Dropbox or Google Drive and save a link to it in a custom field on the customer's profile.
Will customers be able to see the certificate link?
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Only if you set the custom field to be visible to them. If you set the field so it's visible on the business side only, the link is kept private to your team.
How do I see which customers still need to submit one?
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Export your Customer List to CSV/Excel with your custom field included, then filter the custom field column by blank entries to find customers who haven't submitted a certificate yet.