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Scheduling Appointment for Family Members

For accounts with the family member feature enabled, you can add a family member to a client's profile and you also have the option to schedule appointments for family members. In this article, we will provide step-by-step instructions on how to book appointments for family members.

Things to know:

  • If a client doesn't have a family member on their profile, you can add family member(s) directly from the appointment modal
  • You can include multiple family members in one appointment by using the "+Another Family member" hyperlink
  • If you schedule an appointment as a recurring appointment, MyTime automatically schedules appointments until the specified end date. If no end date is set, appointments are scheduled for up to six months or according to the company's advanced booking policy.
  • You can add appointment notes, which offer insights into the preferences of family members. This field is optional.

Scheduling an Appointment for a Single Family Member

  1. Navigate to the Schedule
  2. Filter by the desired location
  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 appointment single.jpg
  4. The appointment modal will appear
  5. Add the client you are booking the appointment for. If the client is new, click on the "Add Client" button and enter the personal information for the client add client single.jpg
  6. Select the desired family member from the family member dropdown menu. If none are listed in the client's profile, click the "Add New Family Member" button to add a family member to the appointment. family member.jpg
  7. Select a date and time for the appointment
  8. You can configure the appointment to be recurring by clicking on the "Recurring" button recurring.jpg
  9. Select a staff member
  10. Select a service. To add multiple services to the appointment, click on the "Add a Service" button
  11. Click the "Save" button located at the bottom of the modal complete family member appointment.jpg
  12. Once saved, the appointment can be viewed on the scheduler appointment on schedular.jpg
  13. To edit the appointment, click on the appointment in the scheduler. The appointment modal will open, and you can make the necessary changes.

Scheduling Appointment for Multiple Family Members

  1. Navigate to the Schedule
  2. Filter by the desired location
  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. The appointment modal will appear
  5. On the appointment modal, when scheduling appointment click the "+Another Family Member" hyperlink to add additionally family members to the appointmentmultiply.jpg
  6. The appointment details for the additional family member(s) will be displayed below. You have the option to schedule the additional family member(s)' appointments concurrently (at the same time) or sequentially (following the first family member's appointment).
  7. If the client does not have multiple family members on the account, you can click the "Add New Family Member" button to add another family member to the appointment
  8. Once you have entered the required fields, select "Save" Screenshot 2024-05-23 185526.png

By following the steps provided in this article, you will be able to book appointments for a single family member and multiple family members.

 

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

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