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.
V’s Barbershop Blends Tradition with MyTime’s Modern Booking, POS, and Franchise Management Tools
"Customization of system to meet my unique business needs. Customer support is always helpful and easy to reach during business hours. Ease of transitioning from old system to MyTime."
How MyTime Enabled Scenthound to Create the First Membership Driven Pet Care Franchise
"The software allows me to handle everything in one place. My clients, pictures of my clients hair, forms, and my favorite an app for the clients to make their appointments."
Transforming the Customer and Staff Experience with MyTime
"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
"I've been with my time over a year and have been able to increase my business because I can study my business thanks to the reports that they system can run. Anytime I have ever had a suggestion or a problem the customer service has been prompt to respond and improve upon the system. Even the CEO has contacted me directly to gain understanding off a past issue! I'm in love with MyTime and couldn't see myself using anything different!"
Cloud 9 Foot Spa Scales with MyTime’s Seamless Multi-Location Management and Growth Tools
"MyTime has opened a whole new world for me and my clients. The Scheduler app keeps me much more productive, and my clients love booking online!"
How Hounds Town Optimized Franchise Management with MyTime
"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."
WeWhiten transforms local growth and revenue with MyTime's Membership and Referral tools
"Ease of use, scheduling, checking clients in and out and the communication function works great."
Scaling Wellness: The Platform Behind Hydrate IV Bar's 40% Recurring Revenue and Franchise Growth
"I spent many months looking for the right software for my company and finally I found it!"
"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."
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.
