Family Member Intake Forms On Booking Widget & Express Checkout Page

Collecting family member details upfront ensures your team is prepared long before the appointment begins. By offering intake forms online, you can gather essential information as part of the seamless booking experience. This article walks you through how your clients interact with these forms during checkout.

Things to know:

• Intake forms are built using custom fields. You’ll need to create your custom fields first before adding them to a form. Learn how to create custom family member fields here.
• Once a custom field is added to an intake form and assigned to a specifically linked to a service, class, or membership., it will automatically appear on your booking widget
• If a field is marked as "Required," clients must complete it before they can finalize their booking or purchase
• All data collected is saved directly to the family member’s Profile for easy access
• New form submissions overwrite existing data, ensuring you always see the most current information rather than outdated records
• Any descriptions you add to your custom fields will be displayed directly above the field in both the online widget and your in-store interface
  

To access the family member intake form online, your clients should:

1. Navigate to your booking site via your custom URL or the "Book Now" button
2. If your business has multiple sites, choose the preferred location
3. Select an existing family member or add a new one
4. Choose the desired service and a preferred staff member (optional)
5. Select an available date and time from the calendar
6. Proceed to the checkout page and sign in using your account, Facebook, Apple, or create a new profile
7. Once signed in, the intake form will appear in the left-hand panel. All required fields must be filled out to continue
8. Review the details, enter your payment information (if required), and select "Complete Booking" 

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

Related Article:

Creating Family Member Intake Forms   

Creating Custom Family Member Fields

Generating Family Member Intake Form 

Hide Family Member Intake Form