Client documents

You can upload files directly to a client's profile for safekeeping — signed waivers, intake forms, health questionnaires, assessment results, or any other document relevant to that client.

Upload a document

1. Go to Customers → Clients and open the client's profile
2. On the Summary tab, find the Documents section
3. Click the + (Upload document) button next to Uploaded documents
4. Drag a file into the upload area, or click it to browse your computer
5. Edit the File name if needed, then click Save document

The document appears under Uploaded documents with its name and an upload timestamp.

Supported file types

• PDF
• Word documents (.doc, .docx)
• Text files (.txt)
• Images (PNG, JPEG)

Maximum file size: 15MB

What it's good for

• Signed liability waivers — Arketa can send waivers and collect signatures electronically, but you can also upload a scanned copy of a paper waiver
• Health intake forms — upload completed intake questionnaires for personal training or wellness clients
• Assessment results — fitness assessments, body composition results, progress photos
• Custom contracts — membership agreements or specialized service agreements
• Medical clearance letters — if a client needs to provide clearance before participating

Viewing uploaded documents

Team members whose role can view client documents can see uploaded documents on the client's profile. Documents are staff-only — clients can't see them from their account.