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Adding Clients on Scheduler App

In MyTime, clients can be added in many different ways. In this article, we will discuss how to add a new client on the scheduler app.

Things to Know:

Clients can be added either during a purchase transaction at the POS or through the clients tab.

How to add clients on scheduler app:

  1. Log into the scheduler app and go to "Clients" at the bottom of the screen
  2. Click on the plus sign at the top of the screen              Scheduler app.jpg
  3. Enter as much information about the client as necessary, including their associated location, name, phone number, email, birthday, contact permissions, etc
  • Associated Locations - Locations the client will be associated with
  • Client Name - Enter the client's first and last name
  • Mobile Phone - Enter the client’s mobile phone number
  • Work Phone - Enter the client’s work phone number. This field is optional
  • Home Phone - Enter the client’s home phone number. This field is optional
  • Email Address - Enter the client’s email address
  • Referral - If the client was referred by someone, the name of the referrer will display here
  • Note About Client - This field is optional; you can leave a note about the client here. For example, you can note the client's preferences for the offered services
  • Labels - Apply a label to the client. Learn more about labels here. 
  • Client Since - The date the client's profile was created
  • Gender - Select the gender of the client. By default, the options will be “Female,” and “Male. You can, however, create custom fields. Learn more here. 
  • Date of Birth - Select the client's birth date
  • Gift Cards Purchases - Right here, you will have the option to add a gift card to the client's profile
  • Custom Services - Click the + Add a custom service hyperlink to set custom pricing and duration for specific service(s), along with selecting the preferred staff member
  • Addresses - Click the +Add Address hyperlink to enter the client's address
  • Tax-Exempt - Should this client be exempted from tax?
  • Contact Permissions:
    • Transactional Email - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional email
    • Transactional SMS - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional SMS
    • Marketing Email - If checked, the client will be able to receive marketing email campaigns. Uncheck the box if the client wants to opt-out of marketing email campaigns
    • Marketing SMS - If checked, the client will be able to receive marketing SMS campaigns. Uncheck the box if the client wants to opt-out of marketing SMS
  • Client Preferences
    • Preferred Location - Select the location that will be the primary location for the client
    • Preferred Staff - Select the name of the staff who will be the primary service provider for the client
    • Contact Preference - What is the client's preferred method of contact? Email, SMS, or contact via home or work phone                                                                                                                                                                                                                         1715529534626.jpg

 4. Once you have entered all the information needed, click on the save option save option on schedular app.jpg

      5. Once the information is saved, you will be able to view the client profile

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To add clients from POS:

  1. Navigate to POS
  2. Click on "Client"                                                                         pos.jpg
  3. Tap the plus sign at the top of the screen
  4. Enter all necessary client information
  5. Once all the information is entered, click "Save"

 

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

 

 

 

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