Editing Family Member Profiles on Scheduler App

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:

1. Log in to the app. For detailed instructions, learn more here
2. After signing in, you will be directed to the Schedule by default
3. Tap the Clients icon at the bottom of the screen
4. Search for the client by typing their name in the Search field, or select the client from the client list
5. In the Client’s Family Member section, select the pet whose profile you want to edit
6. Tap Edit
7. Make the necessary changes to the family member’s information
8. Tap Save
9. The family member"s profile will be updated with the changes you made

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

Related Articles:

Editing Family Member Profiles

Adding Family Member on Scheduler App

Adding Family Members Manually

Adding / Editing Family Member Notes on Scheduler App

Family Member Notes

Merging Family Members

Deleting Family Members on Scheduler App

Deleting Family Members