Editing Family Member Profiles on Scheduler App

Modified on Tue, 7 Apr at 2:33 PM

Managing and updating family member profiles in MyTime is quick and straightforward, helping you maintain accurate and up-to-date records. This article will guide you through how to edit client and family member details.

Things to know:

The ability to edit family member information is controlled by the "Accessing Client Records" access control setting.
By default, the Family Member Name field is required and cannot be left blank. Additional fields can also be configured as required, depending on your preferences.
When a family member's name is updated, historical records and reports will automatically reflect the new name.

To edit family member profiles, simply:

Launch the MyTime Scheduler app on your device
Choose your login method:
- Standard: Enter your registered email address and password, then tap 'Sign In'
- Social Login: Select 'Continue with Google' or 'Continue with Apple' to use your existing credentials for a faster login experience. For detailed instructions, learn more here
After signing in, you will be directed to the Schedule by default
Tap the Clients icon at the bottom of the screen
Search for the client by typing their name in the Search field, or select the client from the client list
In the Client’s Family Member section, select the pet whose profile you want to edit
Tap Edit
Make the necessary changes to the family member’s information
Tap Save
The family member's profile will be updated with the changes you made