Upload Files

Upload Files

Uploading files before your booking helps your pro prepare better and saves time during the session.

Things to Keep in Mind
  1. Document Checklist: Some bookings will have a checklist under the Files tab. These are documents you’re expected to upload before the session.
  2. Optional Uploads: If you have additional files not listed in the checklist but feel they’re important, you can upload those too.
  3. Even if your plan doesn’t show a checklist, you can still upload files.
  4. File Formats: Currently supported file types include pdf, xlsx, json, jpeg, txt, csv, xls.
How to Upload Files
  1. Log in: Go to this link and log in.
  2. Go to My Bookings: Navigate to your Profile icon > My Bookings.
  3. Open Your Booking Summary: Select the booking you want to upload files for.
  4. Check the Files Tab: If a checklist is present, you’ll see the required documents listed.
  5. Upload Documents: Click each checklist item and upload the relevant file against it.
  6. Upload Other Files (Optional): Click the Upload button to add any other supporting documents.


What Happens Next?
  1. Your files will be saved under the Files tab in your booking summary.
  2. Your pro will review the documents before the session.
  3. You can re-upload or update files at any time.