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Generating Intake Forms

If there is missing information on a client/family member/pet/vehicle’s profile, you can generate the intake form and have clients complete it in person or before they come in for their appointment. In this article, we will discuss generating client, pet, family member, vehicle, and appointment intake forms.   

Things to know:

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.
  • 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 a hidden setting, which can only be enabled by the MyTime team. To activate this hidden setting, please contact our Support Team at support@mytime.com.

Content:

Generate Client Intake Form

To generate intake forms in-store via client profile:

  1. Navigate to the Client's tab
  2. Open the desired client's profile 
  3. Select the Generate Intake Form hyperlink  intake.png
  4. Choose the desired form from the drop-down menu intake.png
  5. 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 intake.png

Generate Pet Intake Form

To generate intake forms in-store via pet profile: 

  1. Navigate to the Client's tab
  2. Open the desired client's profile 
  3. Locate the desired pet's profile
  4. Select the Generate Intake Form hyperlink intake form.png
  5. Choose the desired form from the drop-down menu intake form.png
  6. 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 intake form.png

Generate Family Member Intake Form 

To generate intake forms in-store via family member profile:

  1. Navigate to the Client's tab
  2. Open the desired client's profile 
  3. Locate the desired family member's profile
  4. Select the Generate Intake Form hyperlink  intake.png
  5. Choose the desired form from the drop-down menu intake.png
  6. 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

Generate Vehicle Intake Form 

To generate intake forms in-store via vehicle profile:

  1. Navigate to the Client's tab
  2. Open the desired client's profile 
  3. Locate the desired vehicle's profile
  4. Select the Generate Intake Form link  intake form.png
  5. Choose the desired form from the drop-down menu intake form.png
  6. 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  intake form.png

Generate Appointment Intake Form

  1. Navigate to your schedule
  2. Filter by location
  3. Open an existing appointment
  4. Click on the 'Client Appointment Intake Form' hyperlink  intake form.png           
  5. Select the desired Appointment Intake form from the drop-down menu intake form.png
  6. 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

Add Intake Form to Automated Messages

Things to know:

  • You can insert an intake form in appointment-related automated messages (e.g., appointment booked by merchant/appointment booked by client, etc.) by using the intake form button in the automated message template
  • Only the first intake form associated with one of the services from the appointment will be included.
  • If you have multiple intake forms and the appointment includes multiple services, we will send only the first intake form that is linked to any of the services from the appointment in the email.

To add an intake form to automated messages:

  1. Navigate to Marketing > Automated Messages
  2. Hover over the desired template and select View
  3. Hover your mouse over the sections you want to edit email.png
  4. Click on the edit icon 
  5. Select the intake form icon email.png
  6. Complete Form link will be displayed 
  7. Save

Intake Form Generated in Browser

intake.png

Intake Form Sent via Communicator

intake.png

Intake Form Sent via email   

If you select the option to send via email, you will be redirected to the Campaigns tab where you can edit the template before sending it. 

intake.png

 

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

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