Custom Client Icons

MyTime allows businesses to create custom client icons, making it easy to identify important client attributes at a glance. These icons can be used to personalize client profiles and enhance visibility during appointment scheduling.

Things to Know:

• The ability to manage and configure custom icons is governed by the "Manage Client Setup" access control setting.
• For franchise businesses with global client sharing enabled, custom icons can be created at either the global (parent) level or the local (child) level. 
• Icons can be selected from predefined options provided by MyTime or uploaded using SVG (Scalable Vector Graphics) format for full customization.
• If a custom client icon field is marked as required, the system will require that information before saving.
• Once created, custom icons will be available when editing client details but will not be automatically assigned—they must be manually selected per profile.
• Multiple icons can be assigned to a single client profile, allowing for a rich representation of client characteristics.
• After assignment, icons will be visible on both the appointment modal and appointment tooltip in the Scheduler.

Contents

• Enable Icon Fields
• Create Custom Icon Fields
• Assign Icons to Profiles
• Where Icons Appear

Enable Icon Fields

Before adding icons, you must enable the feature on your account:

1. Go to Business Setup > Settings
2. Scroll to the Calendar section
3. Toggle "Enable Icon Custom Field" to Yes
4. Click Save at the bottom of the page

Create Custom Icon Fields

1. Navigate to Clients > Manage Clients > Customize Client Fields
2. Locate the Custom Client Fields section and select "Add Field"
3. Set the Field Type dropdown to Icons
4. Enter a Field Name (e.g., "Client Icons")
5. Add icons:
   
   • Click the dropdown arrow to select from predefined icons
   • Select "+Add New Option" to upload your own SVG files from your device
     
   • Enter a tooltip for each icon so staff understand what the symbol represents when hovering over it
6. Click Save

Assign Icons to Profiles

1. Go to the Clients tab and filter by the correct location
2. Search for and select the desired client
3. Click the Edit (pencil) icon 
4. Locate the client icon field and select the applicable icon(s)
5. Click Save. The icons will now be displayed within the profile editing interface

Where Icons Appear

Once assigned, icons are visible in the following areas:

• Client Profile: Displayed directly on the client's profile
• Appointment Modal: Visible when clicking an appointment on the Scheduler
• Appointment Tile: Visible when hovering over an appointment on the Scheduler
  

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

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