Completing Mandatory Custom Fields Before Checkout

Things to know:

• If you attempt to check out an appointment when their are custom fields on the client profile not completed, you will receive 
• Businesses using travel tickets for appointments are not affected by this setting, as travel tickets can be printed even if custom fields are incomplete.

Content:

• Enabling the "Require Mandatory Client Fields Before Checkout" Setting
• Checking Out Appointments
  

Enabling the "Require Mandatory Client Fields Before Checkout" Setting

1. Navigate to Business Setup > Settings
2. In the Calendar section, locate the "Require Mandatory Client Fields To Be Completed Before Checkout" setting
3. Toggle to 'Yes'
4. Click 'Save' to save the changes 

What Happens When This Setting Is Enabled?

• If a client has incomplete mandatory custom fields, you cannot check out or print their appointment.
• An error message will appear, preventing the checkout or printing process until all required fields are completed.

Checking Out Appointments

1. Navigate to the Scheduler
2. Filter by date, location, and staff as needed
3. Find the appointment or class/event you want to check out and click to open it.
   
4. If required fields are missing, a "Some details are missing" banner will appear, along with an "Add Client Details" link above the appointment details.
5. Clicking the "Create Ticket" button will highlight the banner in red, indicating missing details.
   
6. Click the "Add Client Details" link. You will be redirected to the client’s profile to complete the missing fields.
7. Once all required fields are filled, save the client’s profile. You will then be redirected back to the appointment modal.             
8. The error message will no longer appear, and you will be able to proceed with printing the ticket and/or checking out the appointment.

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