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We know things can be a little overwhelming as you start out in = this online scheduling world. To help make it all a little more manageable,= we recommend you follow the getting started steps listed below:
Every person taking appointments has a slightly unique set of availabili= ty. Some people only take appointments at a location on a single day out of= the month. Others take appointment on multiple days in a given date range.= Still others take appointments on a regular schedule (like 8am-5pm Monday = through Friday).
Before TimeTap can let any appointments get added to your calendar, you = need to tell us what your availability is like. You'll be prompted to enter= in your availability as you go through to set up your account for the firs= t time, but you can add extra availability or edit your existing availabili= ty at any time. Click on the links below to learn about all the ways you ca= n add, edit, & manage your availability for scheduling.
When you set up your account, we prompt you to go ahead and enter in one= type of service you offer. This is presented to the clients who are bookin= g with you as the type of appointments they can schedule.
You can add in as many different types of appointments as you would like= . In TimeTap terminology, this is referred to as adding "Services". For ins= tance, you can have one type of service and set the duration to last for 1 = hour and a different type of service that only has a duration of 30 minutes= . When clients go to book the service that has a 1 hour duration, they will= see time slots offered in 1 hour increments whereas clients who go to book= the 30 minutes service will see time slots offered in half hour increments= .
Learn more about= how to add multiple appointment offerings to your scheduler.
If you are trying out the TimeTap Professional version = of TimeTap, you can create profiles for all of the staff that you have on y= our team. This will allow those staff to have appointments booked with them= and allow them to login and manage the appointment bookings from their own= TimeTap profile.
During your trial of TimeTap Professional you can add as many staff as y= ou'd like at no charge. After your trial period ends, you can update your billing information so that you can keep the mul= tiple staff members on your accounts. Learn more about= adding other staff members to your TimeTap account
Before you notify your clients that you can take appointments online, yo= u'll likely want to see exactly what your scheduling process looks like for= them. It's a good idea to quickly go through your scheduler anytime you ma= ke changes just to make sure the changes you make are taking effect the way= you want them to.
Learn more about checking your schedul= er's flow before getting your clients to book
Once you've got your availability set up, your services added, and have = tested the scheduling flow, you are ready to start directing clients to you= r online scheduling portal. You can do this by either directing client= s to the mini website that gets provisioned with your account or by taking = the scheduler and embedding it on your website.
If you want to use the mini website that TimeTap provides, you can add a= few customizations to it. Click on the links below to learn more about des= igning and navigating to your mini website:
If you want to embed your scheduler on your own website, TimeTap has the= embed code prepackaged for you and ready to place in your website's html e= ditor:
Whenever you have a question on using TimeTap, our documentation databas= e (where you're reading this text right now) is a great place to start. You= can learn about how to use and navigate through our documentation site her= e: How to navigate our documentatio= n
If you have a question and you can't find the answer in our documentatio= n, feel free to reach out to us using our support ticketing system. Informa= tion on how to use our ticketing system is available here: Contacting Support