Completing Mandatory Custom Fields Before Checkout

Things to know:

• Client, pet, and family member custom fields can be set as required from the 'Customize Clients Fields' page. 
• Checkout Rules:
  • In POS, appointments can be checked out even if mandatory fields are incomplete.
  • In Scheduler, checkout is not allowed unless all required fields are completed.
    
• If pet or family member fields are incomplete, the system will display "Add Pet Details" or "Add Family Member Details."
• Exception for Pet Businesses: Businesses using travel tickets for appointments are not affected by this feature, as travel tickets can still be printed even if custom fields are incomplete
  

Contents:

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

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 the setting to 'Yes'
4. Click 'Save' to apply the changes 

Once enabled, if a client has incomplete mandatory custom fields, an error message will appear on the appointment modal when attempting to check out. 

Checking Out Appointments via Schedule

1. Navigate to the Scheduler
2. Use the filters to refine by date, location, or staff as needed. 
3. Locate 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 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 to go to the client’s profile.   
   
7. Fill in all required fields and save the profile.
8. You will be redirected back to the appointment modal, where the error message will no longer appear.                                                                                                                                                     
9. You can now proceed to print the ticket and/or check out the appointment.

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