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Expiration Reminders

Expiration reminders are custom fields with a time limit. It is a useful notice that alerts you when your staff members or a client must take action. When the expiration date has passed, a red badge will appear in the client/pet/family member profile and appointment modal. In this article, we will walk through how to create expiration reminders.

Things to know:

  • The expiration reminder field can be included as a question in the intake form if you want clients to enter this information when they book online, or you can manually fill out the field in each client/pet profile.
  • Expiration reminders are particularly useful for:
    • Vaccination expiration 
    • Haircut/Colouring reminders
    • Dietary reminders
    • Registration Expiration
  • You can collect and display attachments in the expiration reminder custom fields. This feature is commonly used to collect legal, medical, or vaccination records with an expiration date, providing support for the expiration.

Create Expiration Reminders

To create expiration reminders:

  1. Navigate to the Clients tab
  2. Select Manage Clients
  3. Select Customize Client Fields

The following screen will appear, showing Default Fields and Custom Fields. Default Fields are either automatically collected upon booking (such as name and contact information) or are available as options to add to your intake form (such as date of birth and gender). 

Intake-Forms-MyTime (1).png

You can add expiration reminders to any field category: client fields, family member fields (for family businesses), pet fields (for pet businesses), or automotive fields (for automotive businesses). For example, you would enter a pet vaccination expiration under "Custom Pet Fields."

At the bottom of the section:

  1. Click Add Field                                                                                 
  2. Click the dropdown in the 'Field Type' section and select Expiration Reminder royalty.png
  3. Next, complete the field options :
    • Field Name: The title of the field. The client entering the expiration date will see the field name and respond with the date.
    • Field Tooltip: This is the additional information about the field seen when in hover mode. This is optional
    • Expiration Tag: The label that will appear in the client/family member/pet profile and appointment modal after the expiration date has passed. Clients will not see the expiration tag. 
    • Is Required: You can decide whether this field should be mandatory or not by toggling the button. Enabling "Is Required" will add an asterisk (*) to the field, indicating it as a required entry. You won't be able to save any forms unless a date is provided in this field. 
    • Allow Attachment: You can decide if you want your clients to be able to attach documents when entering the expiration date. When toggled on, two additional options will be exposed:
      • Display expiration tag if no date is set: When checked, the expiration tag configured above will be displayed if there is no date entered
      • Require file attachments: When checked, your clients will not be able to save any date entered without adding an attachment
  4. You can preview the field name and expiration label at the bottom. When you are finished editing, click Save 

Adding Expiration Reminders on Profiles

To add the expiration reminder date from the client/pet/family member profile:

  1. Select Clients tab
  2. Select a client's name to open the client profile
  3. Click the edit icon in the client section (for client fields) or in the pet section (for pet fields) loyalty.png
  4. A popup will appear with all the pet's details and the custom pet fields. Enter the expiration date and an attachment if required   
  5. Click save 

Client Profile: The expiration date will now be displayed in the profile. When the expiration date has passed, a red label will appear beneath the expiration date in the pet profile. 

loyalty.png

Appointment Modal: The red expiration tag will also appear on any appointments scheduled after the expiration date.

loyalty.png

 

Adding Expiration Reminder Attachments on the Booking Widget 

Your clients would:

  1. Navigate to your booking page using the booking URL or book button on your website
  2. Select the desired location (if the account has multiple locations)
  3. Clients can sign in if they already have an account with the "Sign In" link, sign in using their Facebook or Apple accounts, or create a new account.
  4. Select their pet, the desired service, and add on service (if necessary) 
  5. Click "Select Time" to proceed to the date and time picker. Choose a date and time and staff (if they are interested in seeing a specific staff)  
  6. On the checkout page, clients can complete the expiration reminder fields in the intake form
  7. Click the field to select the date for the expiration then click the 'Attach File' link to add the vaccination record in the form of images or document
  8. Choose the file from your computer file > Click Open
  9. Once added, the file attached will be visible below the expiration date
  10. Add card details (if applicable) then complete the booking

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

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