Creating Client Intake Forms

MyTime's intake form feature allows businesses to collect important client information, enhance the client experience, and streamline operations. Intake forms are flexible and can be customized to meet the specific needs of different services, memberships, or client types.   

Things to know:

• The ability to create and customize intake forms is controlled by the "Manage Client Setup" access control setting.
• Intake forms can only include custom client fields. Learn how to create custom fields here.
• Client intake forms can only include custom client fields
• You can create and manage multiple intake forms, which can be associated with different services, classes, or memberships.
• Descriptions can be added to custom fields and will display both in-store and online, directly before the associated field.
• You can mark any field on the intake form as required. However, the "new vs. existing client" required setting applies only to online bookings or purchases.
• For an intake form to appear online, it must be associated with a service, class, or membership.
• Both default and custom fields can be added to intake forms.
• Completed intake forms are saved to the client’s profile and can be accessed both in-store and through the booking widget.
• Each time a client submits a new intake form, the previous version is overwritten to ensure the system stores only the most up-to-date information.

CONTENTS

• How to Create a Client Intake Form
• Adding Fields to the Intake Form

How to Create a Client Intake Form

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. Click on the Intake Form button at the top of the screen
3. In the Client Intake Form section, click Create New Intake Form
4. Enter a name for the form (e.g., "Client Intake Form") 
5. Choose the services, classes, or memberships that should be associated with this intake form Note: You can select multiple services and, if enabled, classes
6. Click Save

Adding Fields to the Intake Form

After saving, a list of available custom client fields and default fields will appear on the left.

1. Check the boxes next to the fields you want to include on the form
2. Selected fields will appear in the Client Intake Form preview section on the right
3. Click the dropdown arrow beside a field to:
   

• Add a description                  
• Mark the field as required 
• Choose whether the field should be asked every time a client 

The form will automatically update to reflect any changes.

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

Related Articles:

Creating Custom Client Fields 

Generating Client Intake Forms