Client And Pet Fields
Keeping detailed and up to date records for customers is an important aspect of every pet service business. Time To Pet provides you with a standard set of fields to collect and store both client and pet information. You can also fully customize all of the information collected about your Clients and their Pets. Check out our Best Practices article to learn more about how you can effectively customize your information fields to match your business.
In This Article
Accessing Client And Pet Fields
- Log in to your Dashboard.
- Using the sidebar navigation select "Settings”.
- Click on the link labeled “Client Fields” or "Pet Fields" in the sidebar.
Understanding The Client And Pet Field Screens
The form selector lets you select between which form’s custom fields you are configuring. You can toggle back and forth between Client and Pet Fields here.
- The “Add Group” button lets you add a new group for your form’s fields. A group is simply a logical ‘grouping’ of fields and only affects the way in which fields are displayed on the screen. See Groups below.
- The group header contains details and controls for that group. You can edit the group title, add a new field to the group, delete the group, and modify the display order of the group in relation to other groups.
- Each field has its own row in this table. See Customizing Fields below.
A group is simply a visual ‘grouping’ of a set of custom fields. Each form can have any number of groups. Use them to logically group a set of related fields.
Create A New Group
Creating a new group is easy, simply click the button (as shown in the image above) labeled “Add Group”. A new group with no fields and a default title of “New Group” will be created at the end of the form.
Delete Existing Group
To delete an existing group, scroll to the group’s header row (where the group’s title is) and click on “Remove Group”. You will be asked to confirm that you want to delete this group and reminded that it cannot be undone.
Deleting a group does not remove the fields that are inside the group. If you remove a group that has fields inside of it, those fields will be automatically moved to the next closest group.
|Note: There must be at least one group at all times. If you attempt to delete the last group, you will be shown a warning message and the group will remain.|
Rename Group Title
Group titles are visible to the client and on the Dashboard screen. In order to change the group’s title, click on the icon next to the group’s title.
A text box will appear in place of the title. Use this to edit the title of the group. To save your changes, click the blue save button. To go back without saving your changes, click the button with a back arrow.
Groups can be re-ordered easily. To change the order of a group, scroll to the group’s header row (where the group’s title is). Using the up and down arrows on the left you can move the group’s order up or down respectively.
Add Field To Group
In order to add a new field to a group, scroll to the group’s header row (where the group’s title is) and click on “New Field”.
A popup will appear where you can specify the details of the new custom field (For details on what each option means, See Customizing Fields below).
A form field is used to collect a precise piece of information about a customer. For example, you might have one field for the customer’s name, one for their phone number and one for their email address.
You can customize most of the default fields that come with time To Pet by default and any custom fields you create yourself.
|Note: Some of the default fields are locked and cannot be modified. These will be denoted with a lock icon.|
Each field has many options you can customize.
This is what the user sees next to the field in the form. For example “Email”. Renaming the field is similar to changing a Group’s Name. Simply click the edit icon next to the field name and type in the new name. Click the blue save button when you are done.
There are three field types: Text Box, Text Area, and Yes/No. Certain aspects of each type can be configured.
For collecting shorter pieces of text.
For collecting larger pieces of text.
For collection simple yes/no answers.
Custom fields can be configured so that they are hidden from the customer or are visible but not editable by the customer. To hide a field from customers, uncheck “Client Visible”. To show a field but not let it be edited, uncheck “Client Editable”.
Fields can also be made as required. You can even prevent clients from submitting service requests if they are missing required fields in their profile. See Portal Settings -> “Force Required Fields For Scheduling Requests” for more information.
Fields can also be hidden from members with the role of Staff (See: Staff Member Access). To hide a field from a staff member, uncheck “Staff Visible”.
When " Customer Segment" is checked, this field will be made available in Reporting -> Revenue for segmenting your reports. Only text boxes are available to be marked as a Customer Segment.
Fields of Type “Text Box” and “Text Area” can have their size and preview text (the hint that is shown when no value is entered) adjusted. Fields of Type Yes/No can have their “Yes Value” and “No Value” adjusted. To modify these, click the button labeled “Configure”. A popup will appear with the options.
Configuration Options for “Text Box” and “Text Area”.
Configuration Options for “Yes/No”.
Deleting a custom field is simple. Simply click the button labeled “Delete” on that field’s row. You will be prompted to confirm that you actually want to delete this row.
|Be very careful about deleting a custom field. It cannot be undone, and if you have already collected data for this field, it will be lost.|
Custom fields can be re-ordered similarly to re-ordering groups. Use the arrows to the left of the field’s row to move the field up or down.
| To move a field to a new group, simply use the field’s up/down arrows and keep moving the field until it ‘jumps’ to the next or previous group.