Versions Compared

Key

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

Anchor
#topofpage
#topofpage
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:


Navigating Setup Guide Page

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:

Image RemovedFirst we'll cover the Image Added

You’ll find these sections on the 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 trail and the TimeTap plan you've selected.

  3. Scheduling Page: This shows the URL for your Default Booking Site where your 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 used to embed your business' scheduler in your website and allow your clients to book appointments without having to leave your site

  3. 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 guide to getting started

Image Removed
Image Added