Generating Appointment Intake Forms on Scheduler App

Things to know:

• The ability to generate an appointment intake form is governed by the Accessing Appointments Staff Intake Forms access control setting
• To have appointment forms displayed on the scheduler app, they first need to be created on the web. Learn about creating appointment intake forms here
  
• When a new appointment is scheduled for an existing client, the custom field values from their previous appointment are automatically pre-filled. 
• When an appointment is marked as completed, any custom fields associated with that appointment will be locked into "read-only" mode. This means that users can view the information but can't make any further modifications to that specific appointment.

To generate an appointment intake form, simply:

1. Log into the app. For detailed instructions, learn more here
2. Schedule an appointment and save it
3. Reopen the booked appointment
4. Scroll to the Appointment Intake section
5. Tap Client Appointment Intake Form to open it
6. Choose one of the following options:
   • Generate: Opens the intake form in the browser on your mobile device. You can then hand the device to the client to complete the form.
   • Share: Sends the intake form to the client via email, WhatsApp, or another supported method.
7. After the client completes the form, a confirmation message will be displayed
8. Return to the appointment modal and tap Save

   
   

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

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