Adding Family Member on Scheduler App

At MyTime, for accounts with the family member feature enabled, you have the option to add a family member directly from a client's profile. In this article, we will guide you through the steps to add a family member using the scheduler app.

Things to Know:

• The ability to create or edit family member profiles is governed by the "Accessing Client Records" access control setting.
• The client must be added before any associated family members can be added to their profile. Family members cannot be created without first linking them to an existing client record.
• Family member names must be unique and cannot match the name of the client.
• If custom family member fields have been created and marked as required, those fields must be completed before each family member profile can be saved. Learn more about custom family member fields here.

How to add family member on the scheduler app:

1. Log into the scheduler app and navigate to "Clients" at the bottom of the screen
2. Search for the desired client                   
3. Open the client's profile
4. Click on the +Add Family Member hyperlink                                                                                                                                                                                                                                                                         
5. Enter as much information about the family member as necessary, first name is mandatory

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  • Family Member Name - Enter the first and last name of the client's family member
  • Date of Birth - Select the client's family member's birth date
  • Notes - This field is optional; feel free to leave a note about the client's family member here. For example, you can specify the preferences of the client's family member for the services offered
    
  • Gender - Select the gender of the client's family member
  • Custom Services - Click the + Add Custom Service hyperlink to set custom pricing and duration for specific service(s), along with selecting the preferred staff member

           6. After you've provided all the necessary information, click "Save" 

    7. Once saved, the family member's name will be reflected in the client's profile

For more information, contact us at support@mytime.com.