Photos and consent
Record a client's photo consent, upload and organize their photos, and choose which photos the client sees in the client portal.
Keep photos from a client's visits on their profile. Before anyone can upload, you record the client's photo consent.
Record photo consent
- Open the client from Clients.
- Select More, then choose Photos. In a narrow browser window, select the Photos tab instead.
- Select Record Consent.
- Turn on Allow Photo Documentation. If you leave it off, Lilo records that the client said no.
- If the client agrees to marketing use, turn on Allow Marketing Use and select where their photos may appear.
- Add any Restrictions the client asked for, like face only.
- Under How was consent obtained?, choose In Person or Written.
- Select Record Consent. The banner changes to Photo Consent Granted.
To change it later, select Update on the banner, make your changes and select Update Consent.
In the Lilo app, open the client, tap More, then tap Photos. Tap Record, make sure Allow Photos is on, choose a Consent Method and tap Record Consent.
Everyone except front desk staff
Upload photos
- On the client's Photos tab, select Upload Photo. It's grayed out until the client's consent allows photos.
- Drag photos into the box, or select the box to choose them. You can add up to 10 at a time, each up to 10 MB.
- Check the Category. It starts as General. Body Area, Title and Notes are optional, and Date Taken starts as today.
- Choose a Privacy Level:
- Private: only your team sees it.
- Internal: your team sees it, and so does the client in the client portal. New photos start here.
- Marketing: like Internal, and marked as fine to share. You can choose it only when the client allowed marketing use.
- Select the upload button, like Upload 2 Photos. You'll see 2 photos uploaded.
In the Lilo app, tap Upload Photo, then Take Photo or Choose from Library.
Edit or archive a photo
Point to a photo and select ⋯.
- Choose Edit to change its title, body area, privacy level or description, then select Save Changes.
- Choose Archive, then Archive in the box. The photo leaves the client's profile and the client portal.
Compare before and after
- On the Photos tab, select Create Before/After.
- Select the Before Photo box and choose one of the client's photos. Do the same for After Photo.
- Choose a Body Area. Add a Title, Treatment Type or Description if you like.
- Select Create Pair.
A pair uses photos that are already on the client's profile, so upload them first.
Track progress over several visits
- On the Photos tab, select New Progress Series.
- Enter a Title and Treatment Type, and choose a Body Area. Target Sessions and Target Completion are optional.
- Select Create Series.
- After each visit, select the series, then select Add Session Photo. The first time, it's Add First Photo.
- Add the photo and its Date Taken, then select Add Photo.
When the treatment ends, point to the series, select ⋯ and choose Mark Complete or Discontinue.
How it works
- Lilo checks the client's consent on every upload, including photos added to a progress series.
- The banner shows where consent stands: No Consent Recorded, Photo Consent Granted, Client has rejected photo consent or Client has revoked photo consent.
- Clients can manage their own consent on the Photos page of the client portal. They can give, decline or revoke it, and choose where their photos may appear in your marketing. Their choice shows on their profile right away.
- The same page shows clients their Internal and Marketing photos. Private and archived photos never show there.
- Turning off Photos in Settings → Client Portal takes the page out of the portal's menu. To keep a photo from a client, make it Private.
- Revoking consent also turns off marketing use. Photos you already have stay on the profile. Lilo only blocks new uploads.
- Photos added to a progress series are Internal.
- Lilo never posts client photos anywhere. Marketing consent and the Marketing level record what the client agreed to.
- Anyone who can open a client's profile can record their photo consent. Front desk can't upload, edit or archive photos.
Common questions
Why is Upload Photo grayed out?
The client's consent doesn't allow photos yet. The banner says why. Select Record Consent, or select Update and turn on Allow Photo Documentation.
Why did my photo upload fail?
You'll see Failed to upload photos. Usually it's one of these:
- You're signed in as front desk. Front desk can't upload photos, even though the button shows.
- The client's consent changed while the box was open, for example when they revoked it in the client portal.
- Lilo couldn't read the file. Try a JPG or PNG.
Can my client see the photos I upload?
Yes, unless you choose Private. New photos start as Internal, which shows them in the client portal.
The client revoked consent but agreed again in person. What do I do?
Select Update on the banner, turn on Allow Photo Documentation and select Update Consent. Uploads work again right away.
Can I delete a photo?
No. Archiving is the closest thing. It takes the photo off the client's profile and out of the client portal. There's no screen to see archived photos again, so archive only photos you don't need.
Does Lilo post photos to my website or social media?
No. Lilo doesn't publish client photos anywhere.