Dropbox integration is used to add storage to your bookitlive account so files can be uploaded against a client record. When Dropbox is connected to your bookitlive account a Files tab is added for each client record.
With bookitlive's Dropbox integration, you can:
- Upload files and store against a client record from a Desktop, Laptop, Smartphone and tablet
- Upload multiple files at once
- Upload and store images, videos, documents (Word, Excel, Powerpoint), PDF and other common file formats
- Take a photo on a Smartphone/Tablet and upload to a client record in one action
- View and rename uploaded files from the client record
What You Need
Connect Dropbox account
Connect Dropbox by logging into your bookitlive account and connecting Dropbox.
- Go to https://bookitlive.net
- Logon to your bookitlive account
- Select Settings > Integration
- Select Client Storage
- Select the cog to configure Dropbox
- Select Enable Dropbox
- Select Connect to Dropbox
- Enter your Dropbox account username and password
- Confirm Dropbox is connected by selecting the Client tab and opening a client record, confirm that a Files tab is displayed
Note: You must have room in your Dropbox storage account in order for uploads to be successfully transferred.
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