Creating Pet Intake Forms

MyTime's intake form features provide businesses with a versatile tool to collect essential information, enhance client experiences, and streamline their operations, catering to a range of business types and needs. In this article, we will walk through how to create pet intake forms.   

Things to know:

• The "Manage Client Setup" access control setting governs the ability to manage intake forms
• Once custom fields are created, they can then be included in your intake forms. Learn how to create custom fields here.
• Pet intake forms can include custom client and pet 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.
• 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.
• Information collected on the pet intake form is stored on the pet's profile
• Intake forms are accessible in pet profiles in-store and online through the booking widget. 
• Each time a client completes a pet intake form, the previous information will be overridden. This ensures that the most up-to-date information is stored in the system.
• The Pet Intake Form section displays the following forms by default:
  • My Account Intake Form - This is an intake form that is used on My Account section on 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 pet's name and any field that was 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 pet 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 link in the Pet Intake Form section 
4. Enter a name for your form, such as, “Pet Intake Form” 
5. Specify which specific services, among those offered by your business, should have this intake form associated with them. Multiple services can be selected. If your MyTime account has the classes feature enabled, you'll also have the option to specify which classes should have this intake form associated with them.
6. Save
7. On the left side of the screen, you'll see a list of custom pet 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 client fields and default fields you want to include on the intake form, those selected fields will appear in the "Pet 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 Article: 

Creating Custom Pet Fields

Generating Pet Intake Forms