Generating Client Intake Forms on Scheduler App

When a client’s profile is missing information, you can quickly generate an intake form for them to complete—either in person or before their appointment. This article walks you through how to generate and share intake forms from the client profile on the scheduler app.

Things to know:

• The ability to generate client intake forms on the scheduler app is governed by the 'Accessing Client Records' permission.
• Intake forms can be generated and either opened in-store or shared electronically with clients.
  
• If a custom field on an intake form is marked as required, the system will require that information before saving.
• You can access or distribute the intake form using the Generate or Share buttons:
• Generate: Opens the form immediately in a new tab for on-site completion
• Share: Creates a unique link to send via text, email, or third party apps for remote completion
  
• Once completed, the form data is saved directly to the client’s profile.
• Forms created and sent via email from a client profile can be hidden from the Marketing > Campaigns > Sent tab. However, they will still appear under Campaigns Received on the client’s profile.
  
• The visibility of one-off intake forms in the Sent tab is controlled by the setting: “Hide one-off manual campaigns from Sent tab in Marketing Module”.

Contents:

• How to Generate an Intake Form In-Store
• What Happens After Completion

How to Generate an Intake Form In-Store

1. Launch the MyTime Scheduler app on your device
2. Choose your login method:
   1. Standard: Enter your registered email address and password, then tap 'Sign In'
   2. 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  
3. After signing in, you will be directed to the Schedule by default
4. Tap the Clients icon at the bottom of the screen
5. Search for the client by typing their name in the Search field, or select the client from the client list
6. On the client’s profile, scroll to the Generate Intake Form link
7. Choose one of the following options:
   • Generate: Opens the form in a new browser tab, ideal for clients completing the form in-store
   • Share: Creates a unique link you can send to the client via text, email, or third-party apps

What Happens After Completion

Once the form is completed and submitted, a confirmation message will appear.

The submitted responses will be saved to the client’s profile, replacing any previously submitted intake form.

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

Related Articles:

Installing MyTime on Scheduler App (Android and iOS)

Signing into MyTime on Scheduler App (Android and iOS)

Generating Client Intake Forms

Creating Custom Client Fields  

Creating Client Intake Forms