Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


The Scheduler Rules & Logic page is the top item on the left hand menu when you select "Settings" from the top navigation bar:

Image RemovedImage Added

On the left hand side of the page, screen you will have the Greeting section where you can define what client see on the first page of your scheduler. This message will persist no matter if they're accessing your scheduler through your Mini Website or if you have embedded on your own website:Image Removeddifferent options to configure your scheduler:

  • Allow client side booking: Check this box if you want to turn off client side booking
  • Panel flow: This sets the order of the screens on the scheduler where clients go to book appointments
  • Auto advance: Check this box to allow the scheduler make selection for clients on panels with just 1 option and automatically advances clients in the flow
  • Rescheduling: Once a client has an appointment scheduled, this defines how close to the appointment's start time the client can reschedule
  • Cancellations: Once a client has an appointment scheduled, this defines how close to the appointment's start time the client can cancel it
  • Cancel Reason Optional: Check this box if you want to allow clients to cancel appointments without having to provide a reason for cancellation
  • Appointments Require Staff Confirmation: This will put clients appointments in a pending status and await your confirmation before their appointment is officially put on your schedule
  • Zip Code Filter: This makes it so that if you have a large number of staff or locations, clients can enter in filter criteria to find the one closest or most relevant for what their looking for

Image Added

On the right hand side of the page, you'll see you have your Embed Options. You have the choice to embed the whole scheduler on a separate website or you can grab an embed button to link clients to your mini website. You can place that embed button on your website or you can insert it in the signature for the business emails you send out:

Image Modified


On the top right of this page (and every page in the Settings menu) you'll see a blue "Preview Scheduler" button. This will open up a new tab on your browser so that you can quickly click through and look at any changes you may have made while in the Settings menu. If anything looks out of place and you're not sure what went wrong, you can always contact TimeTap support for help with how to fix it:

Image RemovedImage Added