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There are a number of two ways in TimeTap to add clients to your account. You can add clients using:
- The longform "Add New Client" flow,The "Client Quick Add" optionbutton on your Client List, or
- The "Add New Client" link when setting up an appointment
Clients will also be added to your account when they book appointments with you through your scheduler.
If you have your Client Login set so that "Only Registered Clients can Book an Appointment", you will have to add the clients to your Timetap account and assign them a password before any of them are allowed to schedule on your scheduler.
When adding clients, if you give the client a password, they can use the "Login" button on the top left of your scheduler to login and view all of their appointment records. If their spouse or family members have also made appointments on your scheduler using the same email address, the clients can switch between family members to view appointment history and make new appointments.
Click the links from the bullet list above to learn about the ways that you can add clients to your account.