Pogozo keeps all of your client documents organised and accessible in one place. Whether you're creating letters from templates, uploading scanned PDFs, sending waivers for digital signing, or simply need to view, edit, print or delete an existing document — this guide covers everything you need to manage documents directly from a client's profile.
How to manage client documents
From a client's profile you can create, view, edit and delete documents at any time.
There are five types of documents you can add to a client's profile:
Document/Letter — create documents from your Pogozo templates, such as letters, reports, and exercise programs.
Waiver — send clients waivers for consent, class risks, photo policies, or any type of agreement such as an NDIS service agreement.
Contract — linked to memberships and classes, or sent at any time for agreements such as terms and conditions or cancellation policies.
Upload document — upload scanned PDFs or external documents such as imaging reports or referral letters.
Forms — create forms for clients or third parties to fill in, such as new client intake forms, medical history forms, or insurance details.
Creating a document
Go to Clients and open the relevant client's profile by clicking their name.
Click Documents. Then select the type of document you'd like to create, either document/letter, waiver, contract, or form.
Select Upload document to upload an external document to the client's file.
If a template is available for that document type, select one from the list. Once populated, you can edit and customise the content or Document name as needed.
You can also drag or search to attach additional files such as a PDF.
When you've finished adding to your document click Save Document to save.
The document will now appear in the Documents section of the client's profile.
Viewing and printing a document
Go to Clients and open the relevant client's profile by clicking their name.
Click Documents. Find the document you'd like to view, click the three dots to the right of it, and select View.
The document will open. To Print the document click on the printer icon.
TIP Your document may print with a header and/or logo. This will be according to your document printing settings - you can read more about these settings in the Document settings help guide.
Editing a document
Go to Clients and open the relevant client's profile by clicking their name.
Click Documents. Find the document you'd like to edit, click the three dots to the right of it, and select Edit.
Make your changes, then click Save Document to save.
Deleting a document
Go to Clients and open the relevant client's profile by clicking their name.
Click Documents. Find the document you'd like to delete, click the three dots to the right of it, and select Delete.
Click Confirm to permanently delete the document.
IMPORTANT: Deleting a document is permanent and can't be undone — make sure you no longer need it before confirming.
Downloading a document
Go to Clients and open the relevant client's profile by clicking their name.
Click Documents. Find the document you'd like to download, then click the three dots to the right of it. Select Download to save the file to your computer - it will appear in your downloads folder once complete.
