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Appointments will be added to your schedule either by you, the Staff person, while logged into TimeTap's Back Office or by your client who is using your scheduler.

You can add appointments underneath the main "Appointments" menu. Once appointments are added you can find them on your calendar or navigate to your lists and find them by status.

On this documentation page, we'll cover the two ways you can add appointments using TimeTap's Back Office

These two ways are applicable only to the staff person who is logging into the Back Office. Clients are able to schedule their own appointments by visiting your scheduler that's on your mini website and/or embedded on your own website.

 

In the Adding Appointments section

In this section of our documentation, we'll cover:

 

 

 

Adding Appointments with the Add Appointment button:

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One way to get to the "Add New Appointment" screen is to use the "Add Appointment" button found at the top right of the calendar underneath the main "Appointments" menu:

 

After clicking the green "Add Appointment" button, you'll be directed to the "Add New Appointment" screen where you can set up either a One Time Appointment or a Recurring Appointment. By default, the selected date and time for the appointment will be the current date and time, although you can override this in finding the time for the appointment you're adding. This is different than when adding an appointment by clicking on a blank spot on the calendar (described below) as that will select the date and time that you clicked on in the Add New Appointment screen.

 

 

Adding Appointments by clicking on the Calendar:

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You can also get to the "Add New Appointment" screen by scrolling through your calendar and clicking on a blank spot. To do this navigate to the main "Appointments" menu and make sure you have the "Calendar" tab open:

 

Find the date and time that you want to add an appointment for and click on it:

 

You'll see that when you enter into the Add New Appointment screen that the date and time are pre-filled with your selection from clicking on the calendar:

 

After you've entered into the Add New Appointment screen, you are all set to start adding One Time or Recurring appointments.

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