This set of documentation is intended exclusively for administrators of the Liberty Mutual accounts who have access to multiple child accounts associated with the Pilot program.
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AAdd Affinity Clients to your account & setup dates for onsightsBefore you can send a link to a dedicated scheduling page for your affinity client, you'll need to add that affinity client to your TimeTap account. The documentation below goes over four key parts of this: Click on the links above to jump right to the se
Adding Account Coordinators & assigning to specific child accounts
This documentation goes over how to add a staff member to your TimeTap account at the parent level and grant access to various child accounts, but not all child accounts. In this documentation we'll go over: Adding in Account Coordinators Return to Top In
Adding Staff to an Account
If you share responsibilities for your account with another rep or relationship manager, you can add that person to your account so they can see all the locations and settings that you've configured. To do that, simply follow the steps outlined below. Ple
Administrator Functions
This set of documentation is intended exclusively for administrators of the Liberty Mutual accounts who have access to multiple child accounts associated with the Pilot program. @self
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CCreating Custom Booking SitesCustom booking sites allow you to define which locations, staff, and services you want to show up on the scheduling link that you're creating. In this documentation guide, we'll go through how to create a custom booking site in the following scenarios: Cl
Creating Marketing Templates
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EEmailing Customers through TimeTapIn this documentation, we'll go through how to send an email directly to a customer through the TimeTap interface. This is a great thing to do if it is a new customer who you just added to TimeTap and you want to send them a note to come book with you on
Extending your Advanced Appointments so customers can book further out in the scheduler
There is a setting in TimeTap called "Advanced Appointments" which determines how far out into the calendar year a customer can click to see your availability and book appointments. By default the "Advanced Appointments" is set to 3 months, but it can be
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GGetting Started Guide for Liberty Mutual RepsThis section of the Liberty Mutual + TimeTap Documentation site is dedicated to the initial set up steps that you'll need to take to get your account up and running. As a Liberty Mutual rep looking to get going with TimeTap for onsight meeting dates, ther
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HHow to Resend Login InformationA Liberty Mutual representative's login information for TimeTap is sent on the initial Welcome email they receive for their account. By default, their welcome email contains their username as well as a password that they'll use to login for the first time
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LLiberty Mutual + TimeTap DocumentationThis documentation guide is to assist with common setup steps and questions for the Liberty Mutual accounts. There will be updates as different questions are asked or new documentation is needed. Table of Contents:
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SSend a link to your affinity client's employees to book with youIn order to get more bookings, you need to market your booking link to your customer base (i.e. the employees of the affinity client). The best way to do this is through an email directly to them. This email will be sent through Marketing Wizard, but firs
Switching Security Roles for Staff
Currently there are two security role options defined for Liberty Mutual accounts: Liberty Mutual Security Permissions: this is the default for all reps that have been added Liberty Mutual Security Permissions - Location Group Access: this was added after
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TTagging Customers for Custom List ViewsBy default, your TimeTap customer list shows all customers unless you use the search options to find a customer by a customer's details. With our new tagging feature, you can also tag customer and get a custom list view based on the tags you've applied. W
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UUploading a Customer ListLet's say you're going to a fair or conference of some kind and plan on having a sign up sheet set out at your booth to collect new leads. It would be nice to offer these new leads an option to come book with you on your scheduler. One easy way to do this
Using Location Groups to combine multiple sites at one affinity client
Often reps will have an affinity client that has multiple sites. For example, Wayne State University is one affinity client, but a rep that is assigned to that affinity client might go to different buildings on that campus. In this scenario, you can add t
Using TimeTap to prepare for your onsight day
When appointments are booked with you at any affinity client's private scheduling page, those appointments will show up in your TimeTap account for you to see, download, and manage. Either the night before your onsight day or maybe the morning of, it's a
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