Attaching Documents On Booking Widget

MyTime allows you to have clients upload and attach files directly on the widget when booking appointments. This enables you to collect all necessary documents before the appointment. This article will guide you through the steps for uploading/attaching files via the booking widget.

Things to Know: 

Content

• Creating Custom Field For Attachments
• Add Custom Field to Intake Form
• Upload File From The Booking Widget

Creating Custom Field For Attachments

To create a custom field for attachments:

1. Navigate to the Clients tab

2. Select Manage Clients

3. Select Customize Client Fields

4. You can add a file upload option to any of the following field categories: client fields (which will appear on client profiles), family member fields (for family businesses, displayed on family member profiles), pet fields (for pet businesses, shown on pet profiles), or automotive fields (for automotive businesses, appearing on auto profiles). At the bottom of the section, Click  " Add Field"

5. Click the dropdown next to 'Field Type' and select Paragraph

6. Next, complete the field options:

• 
  
  • Field Name: The title of the field.
  • Field Tooltip: This is the additional information about the field seen when in hover mode. This is optional
  • Is Required: You can decide whether this field should be mandatory or not by toggling the button. Enabling "Is Required" will add an asterisk (*) to the field, indicating it as a required entry. You won't be able to save any forms unless a date is provided in this field. 
  • Allow Attachment: This option should be toggled on so that your clients can attach documents when booking online. When toggled on, an additional option will be exposed:
    • Require file attachments: When checked, your clients will not be able to save any data entered without adding an attachment                                                                                                                                                                           

7. You can preview the field name at the bottom. When you are finished editing, click Save 

Add Custom Field to Intake Form

To add the custom field to an intake form:

1. From the Clients tab, select Intake Form at the top of the screen

2. Select the intake form you wish to add a custom field to

3. On the left side of the screen, you'll see a list of custom fields and default fields. Place a checkmark (or tick) next to the field that you want to include on your intake form

4. After placing checkmarks next to the custom fields you want to include on the intake form, the selected fields will appear under the corresponding form—whether it's a client, pet, family, or auto intake form

Upload File From The Booking Widget

To upload an attachment to the custom field, your clients would:

1. Navigate to your booking page using the booking URL or book button on your website

2. Select the desired location (if the account has multiple locations)

3. Clients can sign in if they already have an account with the "Sign In" link, sign in using their Facebook or Apple accounts, or create a new account

4. Select the desired service, and add on service (if necessary) 

5. Click "Select Time" to proceed to the date and time picker. Choose a date and time and staff (if they are interested in seeing a specific staff)  

6. On the checkout page, clients can complete the intake form and also upload a file by selecting the Choose Files option below the attachment custom field

7. Choose the file from your computer file > click Open

8. Once added, the file attached will be visible on the checkout page

9. After completing all required fields, proceed to 'Complete Booking'

Once completed, the files uploaded will be visible on the client profile

For more information, contact us at support@mytime.com.