Creating Client Intake Forms

MyTime's intake form features provide businesses with a versatile tool to collect essential information, enhance client experiences, and streamline their operations, catering to a range of business types and needs. In this article, we will walk through how to create client intake forms.   

Things to know:

• The "Manage Client Setup" access control setting governs the ability to customize intake forms
• Once custom fields are created, they can then be included in your intake forms. Learn how to create custom fields here.
• Client intake forms can only include custom client fields
• You can create and manage multiple intake forms. This is useful for accommodating different types of clients, services, or situations, as each form can be tailored to specific needs.
• You can add descriptions to custom fields in your intake form, and these descriptions will be displayed on the form both in-store and online, positioned before the field they pertain to.
• You can make all or some of the custom fields on the intake form required. However, the configuration for requiring custom fields based on whether a client is new or existing applies only to online bookings and purchases.
• To make an intake form visible online, it must be associated with services, classes or memberships. This ensures that the form is presented to clients when they book a service or class or purchase a membership online. 
• Both default and custom fields can be added to intake forms, offering flexibility in the type of information collected 
• Intake forms are accessible in client profiles in-store and online through the booking widget 
• Each time a client completes an intake form, the previous information will be overridden. This ensures that the most up-to-date information is stored in the system.
• You can add descriptions to custom fields in your intake form. These descriptions will be displayed on the form, both in-store and online, just before the corresponding field.

After you've created custom fields, you can add them to your intake form. To create client intake forms, follow these steps:

1. Navigate to the Clients tab
2. At the top of the screen click on Intake Form
3. Select the Create New Intake Form link in the Client Intake Form section
4. Enter a name for your form, such as, “Client Intake Form” 
5. Specify which specific services, among those offered by your business, should have this intake form associated with them. Multiple services can be selected. If your MyTime account has the classes feature enabled, you'll also have the option to specify which classes should have this intake form associated with them
6. Save
7. On the left side of the screen, you'll see a list of custom pet fields and default fields. Place a checkmark (or tick) next to the fields that you want to include on your intake form
8. After placing checkmarks next to the custom client fields and default fields you want to include on the intake form, those selected fields will appear in the "Client Intake Form" section
9. Once the custom fields are added, you can expand them to add a description per field by clicking the dropdown arrow to the left
   
10. Add your description, state if it should be required, and decide if it should be asked every time
11. The description will be added automatically to the intake forms

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

Related Articles:

Creating Custom Client Fields 

Generating Client Intake Forms