Global Custom Fields

Modified on Wed, 17 Sep at 1:27 PM

Global custom fields are designed to collect information about clients, pets, family members, and appointment details. Once created, these custom fields can be included in intake forms. This article explains how to customize global custom fields.

Things to know:

The global client database must be enabled on both parent and child accounts. This is controlled by a hidden setting that only the MyTime team can enable. Please contact support at support@mytime.com to request this.
The ability to customize custom fields is controlled by the "Manage Client Setup" access control setting.
For franchise businesses, global custom fields can be created only at the parent (franchisor) level.
Custom fields can be marked as required, meaning clients, staff, or others must fill them out before proceeding. This ensures essential data is always captured.
Custom fields added to intake forms will appear online in the booking widget.
Each time a custom field value is edited by a client or staff member, the new information replaces the previous value, keeping records up to date.
Global custom fields appear under the Intake Form section at the child account level

Creating Global Client Custom Fields

From the parent level:

Navigate to the Clients tab
Select Manage Clients
Select Customize Client Fields
The following screen will appear, showing default fields and custom fields. Default fields typically include basic contact information, such as the client's name and contact details, which are essential for booking appointments. Other default fields might include additional information like date of birth and gender, which can be added to the intake form if desired. If the default fields already include all the necessary information you need from clients, you can proceed to set up your intake form without adding additional custom fields
At the bottom of the page, you will see your Custom Fields. Custom Client Fields and Custom Appointment Fields are visible by default on all accounts. However, depending on your business type, you will have more than two Custom Fields sections.
Click Add Field in the client, pet, family member, or appointment section.
Click the dropdown in the 'Field Type' section to select what type of field you'd like to create (checkbox, dropdown, short answer, waiver, etc.).
Next, complete the field options, then Save

Custom Field Attributes

Fields	Description
Field Name	Enter the name of the custom field.
Field Tooltip	Add a tooltip message that appears to clients when editing the field.
Field Regex & Error Message	Add custom validation (e.g., max 9 digits). Applies only to short-answer fields.
Dependencies	For Checkbox and Short Answer fields, you can hide or disable a field based on the value or state of another field.

Custom Field Input Types

Field Type	Description
Checkbox	Provide a question with checkbox options clients can select.
Date Field	Allow clients to pick a date from a calendar.
Dropdown Field	Offer multiple options clients can select from a dropdown menu.
Email Field	Clients can enter an additional email address.
Expiration Reminder	Display reminder badges on client profiles and appointments for overdue tasks (e.g., evaluations). Automated emails can also be sent on expiry dates. Learn more here.
List	Provide a list of options clients can choose from.
Multiple Selection	Allow clients to select multiple options.
Paragraph	Allow clients to enter a long-form answer.
Phone	Clients can enter an additional phone number.
Short Answer	Provide a short answer field that can be marked required.
Waiver	Allows clients to complete and sign a waiver. Learn more here.

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

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