Mandatory Client Fields To Be Completed Before Checkout – Help Center

Custom client fields marked as required must be completed before appointments can be checked out. This article will walk you through the steps to ensure that mandatory custom client fields are filled out in the client profile before checking out appointments.

Things to know:

Businesses with travel tickets enabled for appointments, would not be affected by this setting as the travel ticket can be printed without all custom fields being completed

Contents:

Configure Require Mandatory Client Fields To Be Completed Before Checkout

Scheduling Appointments

Configure Require Mandatory Client Fields To Be Completed Before Checkout

1. Navigate to Business Setup > Settings

2. In the calendar section, locate the "Require Mandatory Client Fields To Be Completed Before Checkout" setting

3. Toggle to 'Yes'

4. Save changes

Scheduling Appointments

1. Navigate to the Scheduler

2. Filter to the desired date, location, and staff

3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule

4. From the appointment modal:

You can search for an existing client using the search field or add a new client using the icon on the right-hand side.
Select a date and time, staff member, and service (the date, time and staff member will be prefilled if you had clicked on the specific timeslot on the schedule)

5. Save

6. Reopening the appointment will display the error message "Some Details Missing" along with an "Add Client Details" link

7. Click the "Add Client Details" link. You will then be directed to the client's profile to complete any mandatory custom field

8. Once done, save the client's profile to then be redirected to the appointment modal. The error will no longer be displayed and you will be able to print the ticket and/or check out the appointment.

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