Best Practices for Custom Fields
How your custom fields are set up can make a big difference in how user-friendly Time To Pet is for your clients. Here are our tips for best practices for custom fields.
Have as Few Fields as Possible
The fewer fields you have, the easier and less overwhelming it will be for clients to fill out their profiles. Using fewer fields doesn’t mean you can’t get all the information you need from clients, it just means using more text areas with general labels than having a lot of fields asking for very specific information. When you want clients to give specific information within these generalized text areas, you can configure the preview text to tell them what information they should include. For example - instead of four fields about feeding instructions, you can use just one.
Leave Fields Blank If They Don’t Apply
If a field does not apply to a client leave it blank rather than entering “N/A” or “None”. When viewing client and pet information on the Mobile App, blank fields won’t be shown making it easier for you and your staff to find the information you need.
Have as Few Required Fields as Possible
It’s best to only make a field required if the field is for information that is both absolutely necessary for you to have and that applies to all clients or pets. Most clients will fill out every field that applies to them regardless of whether or not the field is required, but some clients will skip required fields that don’t apply to them and then become confused when they’re not able to save the rest of the information they entered.
Don’t Use Yes/No Fields When You Need More Information
The best use of Yes/No fields is for questions that only need a Yes or No answer. If you will have a follow-up question to the Yes or No question, it’s simpler just to use a text box or text area that covers both questions, so clients can leave it blank if it doesn’t apply to them.
Put Fields for Pet Care Instructions in Client Details Instead of Pet Details
For clients with multiple pets being able to enter one set of pet care instructions is typically easier than having to enter instructions for each individual pet, especially when the instructions are the same or similar for all pets. Having all pet care instructions in one place will also make it easier for you and your staff to find the information when you’re at a visit.
Include a “Notes” Text Area in Both Client Details and Pet Details
Clients may have additional information that you need to know about their pets or home that doesn’t fit into any of your other fields.