If there is missing information on a pet’s profile, you can generate the intake form and have clients complete it in person or before they bring their pet in for their appointment. In this article, we will discuss generating pet intake forms.
Things to know:
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Intake forms can be accessed by:
- Clicking the "Generate" button opens the form in another tab or window
- Expanding the "Send" drop-down menu that offers various options for sharing or distributing the form. Here are the options you will find in this menu:
- Email: This option lets you send the generated form as an email attachment or directly within the body of an email.
- Communicator: Choosing this option allows you to send the form to the client through the Communicator
- Get a Shareable Link: Selecting this option generates a unique web link (URL) that you can share with the client via any medium of your choice. Recipients can access the form or by clicking the link.
- Information entered in the pet intake forms will be stored on the pet's profile
- Intake forms created on client profiles and sent via email can be hidden from the Marketing > Campaigns > Sent tab. However, you can still view the sent campaigns in the “Campaigns Received” section of the client’s profile. The option to hide one-off intake forms from the Marketing > Sent tab is controlled by the company setting "Hide one-off manual campaigns from Sent tab in Marketing Module".
To generate intake forms in-store via pet profile:
- Navigate to the Client's tab
- Open the desired client's profile
- Locate the desired pet's profile
- Select the Generate Intake Form hyperlink
- Choose the desired form from the drop-down menu
- Select the Generate button to open the form in another tab or the Send drop-down menu that will allow you to send it via email, Communicator, or get a shareable link
Pet Intake Form Generated in Browser
Once completed, the successful confirmation message will appear
For more information contact us at support@mytime.com or (385) 233-6964.
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