...
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
1. Add your availability
Every person taking appointments has a slightly unique set of availability. 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).
...
2. Add your different appointment offerings
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 booking with you as the type of appointments they can schedule.
...
Learn more about how to add multiple appointment offerings to your scheduler.
3. Add any other staff members on your team who need scheduling
If you are trying out the TimeTap Professional version of TimeTap, you can create profiles for all of the staff that you have on your 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 you'd like at no charge. After your trial period ends, you can update your billing information so that you can keep the multiple staff members on your accounts. Learn more about adding other staff members to your TimeTap account
4. Check your scheduling flow
Before you notify your clients that you can take appointments online, you'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 make changes just to make sure the changes you make are taking effect the way you want them to.
Learn more about checking your scheduler's flow before getting your clients to book
5. Share your Scheduler with your clients
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 your online scheduling portal. You can do this by either directing clients to the mini website that gets provisioned with your account or by taking the scheduler and embedding it on your website.
...
6. Reach out to Support
Whenever you have a question on using TimeTap, our documentation database (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 here: How to navigate our documentation
...