Files & Documents

Files & Documents

Schedulion lets you attach documents to individual employees and customers, keeping everything relevant to a person in one place.

Per-Person Files

Each employee and customer has their own file storage. You can upload any document directly to their profile — consent forms, treatment records, contracts, ID copies, or anything else your business requires. Files appear in the person's profile and are only visible to your staff.

Categories

Documents can be tagged with a free-text category to stay organised. For example: "Consent Forms", "HR", "Insurance", "Medical Records". This makes it easy to filter and find the right file quickly across a large team or client base.

All files are stored encrypted and only accessible to members of your organisation depending on their role.