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Custom Icons

MyTime offers the flexibility to create custom icons for clients, pets, and family members to quickly view important attributes about appointment attendees. This article will guide you through the steps to configure and use icons for a personalized touch to profiles.

Things to know:

  • Custom icons can be created at the global (parent) level or the child (company) level from the Clients Tab > Manage Clients Menu > Customize Client Fields.
  • The "Manage Client Setup" access control setting governs the ability to customize custom fields
  • Users can either choose from predefined icons provided by MyTime or create their own using SVG (Scalable Vector Graphics) format
  • Each profile can be associated with multiple icons, allowing for a diverse and personalized representation
  • Once icons are added to profiles, they will become visible on the appointment modal and appointment tooltip within the schedule

Setting Configuration

  1. Navigate to Business Setup > Settings
  2. Under the Calendar setting section, locate the 'Enable Icon Custom Field' setting
  3. Toggle to On
  4. Save changes

Add Custom Icons

Once the setting is enabled:

  1. Navigate to the Clients tab
  2. Select Manage Clients
  3. Select Customize Client Fields  icon.png
  4. Choose "Add Field" within the relevant section to expand the available fields
  5. Click on the dropdown in the "Field Type" section and select "Icons" from the list icon.png
  6. Enter the desired field name icon.png
  7. Click the dropdown arrow to reveal predefined icons. Alternatively, add your own icons by selecting +Add                             icon.png
  8. If +Add is selected, it will prompt you to go to your download folder to choose your downloaded SVG icons from your device
  9. Once the icons are selected, add tooltips to the icons (tooltips are required for clarity) icon.png
  10. Save

Add Icons on Client Profiles

  1. Navigate to the clients tab
  2. Find the specific client profile to which you want to add icons

Screenshot 2024-04-22 132945.png

    3. Click on the edit icon for the chosen profile.

client.jpg

4. Within the profile editing interface, the icons custom field will be prominently displayed.

icons viewing.jpg

5. Click on the preferred icon or icons to add them to the profile.

6. Save your changes to confirm and update the profile with the newly added icons.

Add Icons on Pets/Family/Vehicle Profiles

  1. Navigate to the Clients tab
  2. Locate the specific pet, family member, or vehicle profile you intend to add icons and click to open it
  3. Click on the edit icon for the selected profile icon.png
  4. Within the profile editing interface, the icons custom field will be prominently displayed icon.png

  5. Click on the preferred icon or icons to add them to the profile

  6. Save your changes to confirm and store the updated profile with the newly added icons

View Icons on Scheduler

Appointment Modal

icon.png

Appointment Tooltip

icon 2.png

 

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

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