The Attachments tab lets you upload files to a Booking, Contact, or Account for internal reference. These files are visible to your team but cannot be directly attached to emails or workflows.
How to Add an Attachment
Open the Record
Go to the Bookings, Contacts, or Accounts tab and select the record you want to attach a file to.Navigate to the Attachments Tab
Inside the record, locate the top navigation tabs (Details, Notes, Tasks, Documents, Attachments) and select Attachments.Upload the File
Click New Attachment, then select the file from your computer. The file will now appear in the list of attachments for that record.
Sending Files via Email
Files uploaded in the Attachments tab cannot be added directly to emails.
To include files in emails:
Go to Settings → Templates & Files → Files
Upload your document
When composing an email, use File Links or attach directly through an email template.
💡 Tip: For externally signed contracts (e.g., DocuSign), upload to Files if you need to email them to clients. This avoids downloading and re-uploading for every email.
Account:
Booking:
Contact:
