Client Records & Intake Forms
Client Data Management, Simplified.
At MyTime, we get how crucial client records and intake forms are. With flexible tools tailored for your unique workflow, we make every client interaction more personal and every record spot-on. With MyTime, effortlessly create, capture, and organize client information with automated forms. Simplify your processes, boost service quality, and stay compliant—all in one smooth move.
Enhance client engagement with flexible forms and smart data management.
Craft Unique Client Experiences
Build Custom Forms for Every Need
Shape up your service with fully configurable forms that fit your business like a glove. From client intake forms to contracts and waivers, you set the stage for each interaction. Fill your forms with the exact fields you need to capture the right info every time. It’s your formula for more personal and effective client service, boosting satisfaction and loyalty all around.
Smart Forms, Smoother Workflow
Effortless Data Flow & Smart Search
Say goodbye to manual data juggling and hello to smart forms that automatically collect and sync info straight into your system. Our forms and smart search capabilities for quick client look-up are designed to simplify the way you gather and use client details, making every piece of data work harder for you. From the first hello to regular updates, manage it all effortlessly—so you can focus more on delivering stellar service to your clients.
Connect Smart, Stay Secure
Build Trust, Nail Compliance
Tailor contact permissions to keep things tight and right, ensuring you always stay compliant and keep client trust at its peak. Track every interaction—from the first marketing ping to detailed treatment and SOAP notes. Use this savvy data trail to sharpen your marketing and personalize pricing.
Full suite of features to personalize, organize, optimize, and secure client data.
FAQs
How does MyTime manage client records?
MyTime centralizes all client information directly in the client profile, including contact details, appointment history, and preferences, enabling you to provide personalized service and improve client engagement.
Can I customize intake forms for my clients?
Yes, MyTime allows you to create and customize intake forms to gather specific information from clients, ensuring you have all necessary details before their appointments.
Is client data stored securely?
Absolutely. MyTime prioritizes data security and complies with industry standards to ensure that client information is protected and confidential.
Don't just take our word for it.
MyTime’s intuitive platform makes it easier than ever to streamline and scale franchise scheduling processes with all of the tools needed to support a fully flexible experience. Join industry leaders who trust MyTime for their scheduling needs.
Scaling Wellness: The Platform Behind Hydrate IV Bar's 40% Recurring Revenue and Franchise Growth
"I started using MyTime when it was just an online scheduling tool, but now it is so much more. I use it for product sales, as a time sheet for my employees, to track sales, to communicate with customers, and for all of my online marketing! If you are a new user, MyTime can replace so many different services that you are probably paying for separately, and save you a ton of money at the same time. If you are a veteran user (like me), keep an eye on all of the extra services that are constantly being added, like the reputation manager and email marketing campaigns."
Transforming the Customer and Staff Experience with MyTime
"Years ago, my father preferred to avoid contracts with vendors, but I've always viewed MyTime differently. I see MyTime as a partner in our success, not just a vendor. Nolan and the team have been exceptional resources, especially as we explored new metrics like our loyal guest metric. Their dedication to listening and implementing our feedback has been invaluable. The addition of a dedicated account manager has also made a significant positive impact on our operations. "
Cloud 9 Foot Spa Scales with MyTime’s Seamless Multi-Location Management and Growth Tools
"MyTime was the right platform for us. Everyone has been really receptive to product feedback, and the amount of resources and development dollars that have gone into providing the best solution for their partners is phenomenal. MyTime has done a great job, and we couldn’t be more thankful for them as a partner."
Scissors and Scotch Enlists MyTime to Support Handcrafted Customer Experiences and Memberships at Scale
"What really sets MyTime apart is their realization of multiunit growth and the needs therein, and how they pour their focus into building a scalable platform."
V’s Barbershop Blends Tradition with MyTime’s Modern Booking, POS, and Franchise Management Tools
"I really like the MyTime program. Working with a lot of groomers I would say it has sped up the check-in and check-out. The ability for our customers to be able to book online is great. I like the customer reminder part that it sends to our customers. If I ever had questions or any problems I've always been able to get a hold of someone from MyTime no matter what time of day it is. Overall I would recommend MyTime to any grooming company."
WeWhiten transforms local growth and revenue with MyTime's Membership and Referral tools
"I love that MYTIME offers online booking that is extremely easy for my customers to use! My customers love being able to book online whenever and wherever they want! My groomers love that MYTIME is like having a very smart receptionist on staff at all times! MYTIME is always adding new features which is awesome."
How MyTime Enabled Scenthound to Create the First Membership Driven Pet Care Franchise
"It is very intuitive and easy to use. There are a lot of really cool built in features that streamline the process of creating appointments and saving notes. I also LOVE the responsiveness of the customer service. They actually listen to feedback, and implement it quickly if it is something that would be useful."
How Hounds Town Optimized Franchise Management with MyTime
"Easy reminders, confirmations and updates with clients. I think my favorite feature is the communicator tool inside the platform where I can communicate with all of my clients easily. The reputation features allow us to really keep an eye for how my reviews are doing and helps me respond to any concerns quickly. Also, there is a dedicated team that helped me train my employees and we started using in less than a week."
"We hired an assistant manager from a large spa chain, and they couldn’t believe how easy MyTime is to use. Training time dropped from 5 days to just 3 shifts."
Fresh Insights:
Keep Your Franchises and Multi-Sites Flourishing.
By partnering with MyTime, you gain more than a software provider—you gain a dedicated team invested in your success.
Fuel Your Growth with MyTime
With MyTime, you can:
- Replace multiple providers with our all-in-one business management platform.
- Enhance your online and social media presence like never before.
- Boost your revenue with our smart, intuitive tools.
- Seamlessly manage multisite and franchise
operations with our intuitive, powerful tools.
