Mandatory Custom Fields To Be Completed Before Checkout

Things to know:

Businesses with travel tickets enabled for appointments would not be affected by this setting, as the travel ticket can be printed without all custom fields being completed

Contents:

• Configure Require Mandatory Client Fields To Be Completed Before Checkout
• Checking Appointments

Configure Require Mandatory Client Fields To Be Completed Before Checkout

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. Save changes 

When this setting is enabled, attempting to check out or print appointments for clients with incomplete mandatory custom fields will result in an error, preventing the completion of the check-out or printing process.

Checking Out Appointments

1. Navigate to the Scheduler
2. Filter to the desired date, location, and staff
3. Locate the appointment or class/event you wish to check out and click to open
4. On the appointment modal, there will be a "Some details are missing" banner along with an "Add Client Details" link displayed above the appointment details                                                                                                                                            
5. Clicking the 'Create Ticket' button will highlight the banner in red
6. Click the "Add Client Details" link. You will then be directed to the client's profile to complete any outstanding mandatory custom field
7. Once done, save the client's profile to then be redirected to the appointment modal. The error will no longer be displayed, and you will be able to print the ticket and/or check out the appointment             

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