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.
Transforming the Customer and Staff Experience with MyTime
"I needed to build a program that met the needs of our clients. I didn’t build the program around the technology. I was able to work directly with the development team on how our membership program needed to be built. The way we had to run memberships with our previous provider was a complete mess and not scalable whatsoever. With MyTime, the technology was designed around how we sell to our clients."
How Hounds Town Optimized Franchise Management with MyTime
"Everything that I could think of to be helpful for me and my business, MyTime is already thought of. And if they have not and I made the suggestion nine times out of 10 is implemented within that week."
How MyTime Enabled Scenthound to Create the First Membership Driven Pet Care Franchise
"The MyTime system has made my life so much easier and simpler! No more emails and phone calls from clients to schedule massage appointments and private yoga classes and running sessions. I can block off times when I’m unavailable, sync my appointment schedule with my Google calendar so I can see personal and business appointments in one place, send emails and text messages directly to clients from my dashboard, and I love that I can customize special prices for certain clients and even use discount coupon codes for holiday discounts. I’ve been getting more and more return clients since I’ve started using MyTime, and payment is all seamless and happens automatically. I just love this system and wouldn’t look anywhere else!"
WeWhiten transforms local growth and revenue with MyTime's Membership and Referral tools
"I love the ease of booking appointments from an app. Also, Mytime links to my other accounts like Facebook and Google, connecting my ratings and comments from other places. Also when connecting multiple forums it allows me to add "book now" buttons with automatic links back to MyTime."
Scaling Wellness: The Platform Behind Hydrate IV Bar's 40% Recurring Revenue and Franchise Growth
"It has made the scheduling for our company very easy. We have multiple people at different locations and this works great."
V’s Barbershop Blends Tradition with MyTime’s Modern Booking, POS, and Franchise Management Tools
"MyTime has already increased business by 30% and decreased the time I spend booking appointments over the phone. The Scheduler lets me manage all my clients right from my iPad!"
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
"I have already referred several businesses to MyTime. The fact that I can contact a human is priceless and MyTime is very responsive to my needs. My clients love it because I’m such a hard person to get in touch with."
"MyTime keeps all my appointments organized. My no show rate has fallen to a minimal. I have had some technical strategies with the tagged customer promo email blasts. For this reason, along with the absence of automated campaigns, whereby I can send out a series of emails in sequence, I could not give out higher stars in some productivity areas…"
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.
