Creating Family Member Intake Forms

Custom family member fields are created to collect information about clients' family members, including their personal details and booking preferences. Once these custom fields are set up, they can seamlessly integrate into intake forms. This article will guide you through the process of customizing family member fields and intake forms.

Things to Know:

• The "Manage Client Setup" access control setting governs the ability to customize intake forms
• Once custom fields are created, they can then be included in your intake forms. Learn how to create custom fields here.
• Family member intake forms can include custom client and family member fields
• You can create and manage multiple intake forms. This is useful for accommodating different types of clients, services, or situations, as each form can be tailored to specific needs.
• You can add descriptions to custom fields in your intake form, and these descriptions will be displayed on the form both in-store and online, positioned before the field they pertain to.
• If custom fields are added to an intake form, they will appear online on the booking widget
• Each time a client or staff member edits a custom field value, it overrides the previous value. This means that the most up-to-date information is stored in the custom field. This is particularly useful for keeping records current and accurate.
• Information collected on the family member intake form is stored on the family member's profile
• To make an intake form visible online, it must be associated with services, classes, or memberships. This ensures that the form is presented to clients when they book a service or class or purchase a membership online.
• The Family Member Intake Form section displays the following forms by default:
  • My Account Intake Form: This form is utilized in the My Account section of the booking widget
  • Mandatory Intake Form: This is a mandatory intake form that applies to all services and contains all required custom fields, such as the family member's name and any fields marked as required during creation. Additional custom fields can be added if desired.
• You can add descriptions to custom fields in your intake form. These descriptions will be displayed on the form, both in-store and online, just before the corresponding field.

After you've created custom fields, you can add them to your intake form. To create family member intake forms, follow these steps:

1. Navigate to the Clients tab
2. At the top of the screen click on Intake Form
3. Select the Create New Intake Form hyperlink in the Family Member Intake Form section
4. Enter a name for your form, such as "Family Member Intake Form"
5. You can select the services, classes, and memberships within your MyTime account to associate with the intake form
6. Scroll to the bottom of the modal and click "Save"
7. On the left side of the screen, you'll see a list of custom family member fields and default fields. Place a checkmark (or tick) next to the fields that you want to include on your intake form
8. After placing checkmarks next to the custom family member fields and default fields you want to include on the intake form, those selected fields will appear in the "Family Member Intake Form" section
9. Once the custom fields are added, you can expand them to add a description per field by clicking the dropdown arrow to the left                                                                                                                                                                                                                    
10. Add your description, state if it should be required, and decide if it should be asked every time
11. The description will be added automatically to the intake forms

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

Related Articles: 

Creating Custom Family Member Fields 

Generating Family Member Intake Form