Creating Pet Intake Forms

MyTime's intake form features provide businesses with a versatile tool to collect essential information, enhance client experiences, and streamline their operations, catering to a range of business types and needs. In this article, we will walk through how to create pet intake forms.   

Things to know:

• The ability to create and customize intake forms is controlled by the “Manage Client Setup” access control setting.
• Pet intake forms can include custom client and pet fields. Learn how to create custom fields here.
• You can create and manage multiple intake forms, which can be associated with different services, classes, or memberships.
• For an intake form to appear online, it must be associated with a service, class, or membership.
• Descriptions can be added to custom fields and will display both in-store and online, directly before the associated field.
• Intake Form Field Requirements

  Field requirements can be configured using the following options for online bookings or purchases:

• Not Required
• Required for both new and existing clients
• Required for new clients only
• Required for existing clients only
• Note: This is different from marking a custom field as required during field creation. If a field is marked as required in the custom field setup, it will automatically be added and required on the mandatory intake form.
• If a custom field is set as required, the system will require that information before the form can be saved.
• Each time a client submits a new intake form, the previous version is overwritten to ensure only the most up-to-date information is stored.
• Information collected on the pet intake form is stored on the pet's profile
• The Pet Intake Form section displays the following forms by default:
• My Account Intake Form - This is an intake form that is used on My Account section on the booking widget
• Mandatory Intake Form - This is a mandatory intake form that applies to all services and contains all required custom fields such as pet's name and any field that was marked as required during creation. Additional custom fields can be added if desired.

• Intake Form Link Expiration 
• The ability to configure expiration for intake form links is controlled by the "Enable Intake Form Expiration" hidden setting. To enable this feature, please contact MyTime Support at support@mytime.com.
• You can set different expiration windows for each form, or leave the field blank for forms that should never expire.
• Expiration values must be between 1 and 99 days. Entering "0" or any number higher than "99" will trigger a "Must be between 1 and 99 days" error.
• The expiration timer begins the moment a link is generated, whether it is sent via email/SMS or generated in-store.
• Once the time limit is reached, the form is blocked immediately. If a client attempts to submit a form after it has expired, the submission will fail with a 410 Expired error.
• Clients accessing an expired link will see the message: "Sorry, this intake form has expired. Please ask the business to send you a new one."
• Sending a new link to a client resets the expiration window, providing them with the full duration of your configured timeframe.
  

Contents:

• How to Create a Pet Intake Form
• Adding Fields to the Intake Form

How to Create a Pet Intake Form

After you’ve created custom fields, you can add them to your intake form. To create a pet intake form, follow these steps:

1. Navigate to the Clients tab
2. Click the Intake Form button at the top of the screen.
3. In the Pet Intake Form section, click Create New Intake Form
4. Enter a name for the form (e.g., “Pet Intake Form”)
5. In the field labeled “Expire intake form X days after sending,” enter the number of days the form should remain active (e.g., “7”). Note: If this field is left blank, the form will not expire.
6. Choose the services, classes, or memberships that should be associated with this intake form.
7. Click Save

Adding Fields to the Intake Form

1. On the left side of the screen, you'll see a list of custom pet fields and default fields. Place a checkmark (or tick) next to the fields that you want to include on your intake form. 
2. After placing checkmarks next to the custom fields and default fields you want to include on the intake form, those selected fields will appear in the "Pet Intake Form" section.
3. Once the custom fields are added, you can expand them to add a description per field by clicking the dropdown arrow to the left                                                                                                                                                                                                                                                  
4. Add your description, state if it should be required, and decide if it should be asked every time                                                       
5. The description will be added automatically to the intake forms

For more information contact us at support@mytime.com or (385) 233-6964.    

Related Article: 

Creating Custom Pet Fields 

Generating Pet Intake Forms