Generating Client Intake Forms

When a client’s profile is missing information, you can quickly generate an intake form for them to complete—either in person or before their appointment. This article walks you through how to generate and share intake forms from the client profile.  

Things to know:

• Intake forms can be generated and either opened in-store or shared electronically with clients.
  
• Once completed, the form data is saved directly to the client’s profile.
• There are multiple ways to access and share the form using the Generate and Send options:
  • Send Options:
    • Email – Send the form directly via email, either as an attachment or embedded in the message body.
    • Communicator – Send the form using MyTime’s built-in messaging tool.
    • Get a Shareable Link – Generate a unique URL that can be shared via any communication method (e.g., text, third-party apps).
• Forms created and sent via email from a client profile can be hidden from the Marketing > Campaigns > Sent tab. However, they will still appear under Campaigns Received on the client’s profile.
  
• The visibility of one-off intake forms in the Sent tab is controlled by the setting: “Hide one-off manual campaigns from Sent tab in Marketing Module”.

CONTENTS

• How to Generate an Intake Form In-Store
• What Happens After Completion

How to Generate an Intake Form In-Store

To generate intake forms in-store via client profile:

1. Navigate to the Client's tab

2. Open the profile of the client for whom you want to generate the form. 

3. Click the Generate Intake Form hyperlink.

4. Use the dropdown to select the specific intake form you want to send.     5. Choose one of the following:

• Generate – Opens the form in a new browser tab for in-store completion.
• Send – Opens a menu where you can select:
  • Email
  • Communicator
  • Get a Shareable Link                                                                                 

What Happens After Completion

Once the form is completed and submitted, a confirmation message will appear.

The submitted responses will be saved to the client’s profile, replacing any previously submitted intake form.

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

Related Articles:

Creating Custom Client Fields  

Creating Client Intake Forms