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.
WeWhiten transforms local growth and revenue with MyTime's Membership and Referral tools
"As a multi-location business, having easy access to location reports and being able to compare performance between markets is critical. MyTime’s benchmarking tools make this simple and incredibly helpful for decision-making."
Scissors and Scotch Enlists MyTime to Support Handcrafted Customer Experiences and Memberships at Scale
"MyTime is truly the one-stop solution for running my salon. The continued growth, customer service, and enhancements are fabulous."
Scaling Wellness: The Platform Behind Hydrate IV Bar's 40% Recurring Revenue and Franchise Growth
"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
"It has helped make running my business easier."
How Hounds Town Optimized Franchise Management with MyTime
"MyTime’s greatest strength is listening to their customers and building solutions that meet their needs, not just what’s easy. There are always new features coming out that are truly needed, not just nice-to-haves."
How MyTime Enabled Scenthound to Create the First Membership Driven Pet Care Franchise
"Very user-friendly! We can text clients, send scheduled and automated emails. Collect reviews, etc. Love the simple interface. The Best Salon Software Ever!"
Transforming the Customer and Staff Experience with MyTime
"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."
Cloud 9 Foot Spa Scales with MyTime’s Seamless Multi-Location Management and Growth Tools
"MyTime has helped me grow my business exponentially in a very short time!"
"This app has made scheduling and client management so much easier as a new small business owner who is everything; CEO, CFO, CMO, and Admin, HR, Payroll, Customer Service, and Public Relations. With the app I am able to create client profiles at the same time as their appointment, provide a quote on services so there are no surprises, receive payment, appointment creation and reminders to reduce no shows and unfilled bookings, create recurring appointments for repeat business, provide a thorough menu, set up marketing and promotions a year out, setup feedback/review opportunity for the client, product codes and discounts, and reminders for recurring treatments."
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.
