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.
- 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
- Log into the app. For details on how to, learn here
- Once signed in you will be directed to the schedule by default
- From here you can book an appointment and save it
Appointment Intake Form on Appointments
- Re-open the booked appointment
- Scroll to the Appointment Intake section
- Click to open the 'Client Appointment Intake Form'
- 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
- 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
- Once done, they will see the confirmation message
- Navigate back to the appointment modal and save
Employee Appointments Intake Form on Appointments
- Re-open the booked appointment
- Scroll to the Appointment Intake section
- Here you can choose the desired employee intake form (if multiple)
- Complete the form
- The form will then be read-only
- Navigate back to the appointment modal and save
For more information, contact us at support@mytime.com or (385) 233-6964.