Global Custom Fields

Global custom fields are designed for collecting information about clients, pets, family members, and appointment details. Once a custom field is created, it can then be included in intake forms. In this article, we will walk through how to customize global custom fields.

Things to know:

For franchise businesses, custom fields can be created at the parent (franchisor) level
The "Manage Client Setup" access control setting governs the ability to customize custom fields
Custom fields can be set as required fields. This means that clients, staff members, or anyone interacting with these fields must provide information for these fields before proceeding. It helps ensure that essential data is not left blank.
If custom fields are added to an intake form, they will appear online on the booking widget
Each time a client or staff member edits a custom field value, it overrides the previous value. This means that the most up-to-date information is stored in the custom field. This is particularly useful for keeping records current and accurate.
The 'Staff' field type is not available at the parent level for global pet or family member custom fields
Global custom fields will be displayed in the Intake Form section at the child level, rather than under the 'Customize Client Fields' section.

To add a global custom field:

Log in to the parent account
Navigate to Clients
Click the Manage Clients > Customize Client Fields
Click Add Field in the client, pet, family member, or appointment section
Click the dropdown in the 'Field Type' section to select what type of field you'd like to create (checkbox, dropdown, short answer, waiver, etc).
Next, complete the field options
Save

Field Options


Field Options	Description
Field Name	Enter the name of the custom field
Field Tooltip	For every custom field, you can set up a tooltip that will be visible when the client is editing. You can add what should be displayed on the tooltip in the Field Tooltip section. See the screenshot below.
Field Regex & Field Regex Error Message	This allows you to add custom validations to various fields (e.g. validation that field can have a max of 9 digits). It is applicable only to short-answer custom fields.
Short Answer Dependencies	You can disable/hide a field in case another field has any value OR is empty OR has a specific value. For example, you can hide custom field B, if custom field A has value OR custom field A is empty.

Field Type

Field Type	Description
Checkbox	Enter a question and give potential solutions to your client to choose from utilizing a checkbox menu. Select the Add New Option to add additional options Select the X to remove an option
Date Field	Enter a question and give clients the option to select a date from the calendar
Dropdown Field	Enter a question and give potential solutions to your client to choose from utilizing a drop-down menu. Select the Add New Option to add additional options Select the X to remove an option
Email Field	Give clients the option to enter an additional email address
Expiration Reminders	You can set a reminder badge to appear on client profiles and appointments when that client is overdue for something (e.g., complete their annual evaluation, update expired records, etc). You can also send automated emails to clients on the date of expiration by activating the “Expiration reminder” email on the Automated Messages page. Please note: This is a different email than the Rebooking Reminder emails which go out automatically when a client is overdue for a specific service. Learn more here
List	Enter a question and give potential solutions to your client to choose from utilizing a list. Select the Add New Option to add additional options Select the X to remove an option
Multiple Selection	Enter a question and give potential solutions to your client to choose from utilizing multiple selections. Select the Add New Option to add additional options Select the X to remove an option
Paragraph	Enter a question and let customers provide a long answer
Phone	Give clients the option to enter an additional phone number
Short Answer	Enter a question and let customers provide a short answer. This field can also be marked as required. This means that it will be automatically added to intake forms and cannot be removed unless the "is required" toggle is disabled. Clients, staff members, or anyone interacting with these fields must provide information for these fields before proceeding.
Waiver	Give clients the option to complete a waiver and sign. Learn more here

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