Attaching a Video

You can attach video clips to a client's profile so that employees can reference the videos before the client's next appointment.

Tip:  You should create a common folder called "Client Videos" on the computer where you have the Millennium database located.  This allows you to keep all of the video you upload to client profiles together in the same location.


  1. Click on the toolbar.

The Appointments for window displays.

  1. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

  1. Right-click on the client's name and select Edit View/This.

The client's profile displays.

  1. Click the Docs & Media tab.

  2. Click Video.

The Client Media window displays.

  1. Click Edit.

  2. Click Attach New File.

The Please select the new file to link window displays.

  1. Select the video clip.

  2. Click OK.

The video uploads to the Client Media window.

  1. Click Save.

Tip:  To watch the video, repeat Steps 1-5 and click View File.

 

Attaching a Document

Attaching a Photo