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#topofpage
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The Setup Guide provides a list of recommended tasks to help guide you through the initial setup of your account

. We want to set you up to get the most out of your account with us

.

This page will discuss how to navigate this page. 

The

Quick

Setup Guide

is composed of multiple areas which will help you:Setup

walks you through the following items:

Setup

  • Set up Locations where you offer appointments

  • Add your different appointment types

  • Book test appointments

  • Customize the web address for your scheduling page

  • Customize the look & feel of your scheduling page

  • Add clients to your account

Setup

  • Set up payment portal on your account

  • Schedule your onboarding call with a TimeTap Coach

Navigating Setup Guide Page

Return to Top

The Setup Guide is the first screen you will see right after you've completed/skip the

setup wizard

Setup Wizard. As you move around

TimeTap

the Backoffice you can always

go

get back to the

setup guide

Setup Guide by

clicking

selecting Dashboard >

Quick

Setup Guide:

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First we'll cover the
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You’ll find these sections on the

left

right side of the

screen

Setup Guide:

  1. Account Setup Progress: This progress bar tells you how many more steps you have left to complete the basic setup

guide. You're able to take appointments right after your complete the setup wizard

  1. . The initial Setup Wizard will help put everything in place that is needed for you to start taking appointments, but if you would like to customize TimeTap to fit the needs of your business

we recommend

  1. , then it is recommended that you take time to go through each step of the

setup guide

  1. Setup Guide.

  2. Plan Information: This sections tells you how many days you have left in your free

30 day

  1. trail and the TimeTap plan you've selected.

  2. Scheduling Page: This shows the URL for your Default Booking Site where your

client

  1. clients can book appointments with you using the

mini-website

  1. Client Scheduler. You can update the first part of this URL here to match your business' branding. 

  2. Embed Scheduler: This bit of code can be

use

  1. used to embed your business' scheduler in your website and allow your

client

  1. clients to book appointments without having to leave your site

  2. Getting Started

Guide

  1. Guides: Here you will find a link to our video guide on how to get started using TimeTap and if you prefer you can click the link go to our

written

  1. written guide to getting started

guide

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