Editing Client Profiles on Scheduler App

Managing and updating client records in MyTime is simple and efficient. This feature allows you to make quick updates to client information, ensuring their profiles remain up-to-date. Whether you need to adjust contact details, preferences, or add important notes, this article will guide you through the process of editing client details on the scheduler app.

Things to know:

• The ability to edit client details is governed by the "Accessing Client Records" access control.
• Updating a client’s name will not change historical data in your reports. Past records will continue to display the original name from the time of the transaction.
• Certain fields, such as Client Name, are mandatory. You cannot save changes if these fields are left blank.
• Updating the email on the client profile only updates their contact information in-store. It will not change the email address they use to log in. To change their login credentials, the client must log in to their own account and update it directly.
• Changes made to a client's name, email address, or phone number on their profile will automatically update their online user profile.

To edit client details, on the scheduler app :

1. Launch the MyTime Scheduler app on your device
2. 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  
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 name or select them from the list
6. Tap the three dots in the top-right corner of the client’s profile
7. Select "Edit" and update the client’s information as needed
8. Tap "Save" to apply your changes

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

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