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Employee & Appointment Intake Forms on the Scheduler App

In this article, we will walk through the steps on how to use employee and appointment intake forms on the scheduler app. 

Things to know:

  • To have appointment and/or employee intake forms displayed on the scheduler app, they first need to be created on the web.
    • Learn about creating appointment intake forms here
    • Learn about creating employee intake forms here
  • When a new appointment is scheduled for an existing client, the custom field values from their previous appointment are automatically pre-filled. 
  • When an appointment is marked as completed, any custom fields associated with that appointment will be locked into "read-only" mode. This means that users can view the information but can't make any further modifications to that specific appointment. 

Accessing the Scheduler App

  1. Log into the app. For details on how to, learn here
  2. Once signed in you will be directed to the schedule by default
  3. From here you can book an appointment and save it               

Appointment Intake Form on Appointments

  1. Re-open the booked appointment 
  2. Scroll to the Appointment Intake section                                   
  3. Click to open the 'Client Appointment Intake Form'
  4. Here you can click 'Generate' to open the appointment intake form or 'Share' to send the appointment intake form to the client via email, WhatsApp etc                 
  5. Clicking 'Generate' will open the form in the browser on your mobile device. The client can then be given the device to complete the form                                       
  6. Once done, they will see the confirmation message                   
  7. Navigate back to the appointment modal and save 

Employee Appointments Intake Form on Appointments

  1. Re-open the booked appointment 
  2. Scroll to the Appointment Intake section                                   
  3. Here you can choose the desired employee intake form (if multiple)       
  4. Complete the form                                                                     
  5. The form will then be read-only                                                 
  6. Navigate back to the appointment modal and save 

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

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