Keep customer files ready for the next step

THE OUTCOME

Stop searching old messages for the right file.

Gallery is a file library inside each customer's profile. Keep photos, videos, audio, documents and reference links together, with folders, tags, favorites and search.

• Salon or beauty business: keep inspiration and progress photos with the client, then share selected results.
• Designer or consultant: collect reference files in one folder and deliver approved documents in another.
• Home service team: keep job photos and documents together so the next team member has the context.

Gallery organizes customer work. It does not publish a marketing photo gallery. Use Forms when you need specific questions answered, and Notes for internal written observations.

Build a useful customer folder collection.

1. Open the right person. Go to Customers, search by name, phone or email, open the profile and choose Gallery. Check the customer's identity before adding files.
2. Make folders with a purpose. For example: Inspiration, Working files and Deliverables. Staff with management access can use New folder, Upload files and Add link. Desktop supports drag-and-drop; phone capture tools offer device files and supported camera or recording options.
3. Make it easy to find later. Use recognizable names, tags and stars. Search finds file names and tags; it does not search the full contents of PDFs or Office documents. Each uploaded file can be up to 25 MB.
4. Share the intended folder. Open its menu and choose Share. Check the customer's name in the popup. Select Read only for viewing/downloading or Read/write for viewing and new uploads, then save. Choose Private to keep a folder internal.
5. Give the customer the way back. Copy your actual Store profile link from Stores/links > QR & share. Tell the customer to sign in with the intended account, find Gallery and choose Open gallery. Inside a Read/write folder they can upload their files.

Share with intention.

• Customer access is tied to the profile. A folder is shared with that customer, not with anyone holding a public link. Sharing the portal URL does not grant access to another customer's files.
• Team access uses business permissions. Authorized colleagues open the same customer's Gallery. Ask the owner to grant suitable gallery access; this is separate from the customer's folder-sharing setting.
• Subfolders inherit. Inherit from parent follows the nearest configured ancestor. Without a shared ancestor the folder stays private. Explicit Private, Read only or Read/write overrides inheritance for that subtree. Check the destination's access before moving a file.
• Read/write adds uploads. Customers cannot create folders, rename, replace, move, tag or delete files. There is no write-only mode.
• Tell the customer what you shared. Sharing has no automatic notification or expiry. Changing access affects later requests; an existing download link may work briefly, and downloaded copies cannot be recalled.

If the customer cannot see Gallery or upload, check their signed-in account, the shared folder and its effective access. A phone shortcut to your portal makes returning easier.