Creating a new location
- Lucy Barber (Unlicensed)
- Meaghan O'Reilly (Unlicensed)
If the location where a rep is assigned to go to is not already in your TimeTap account, then you may need to add the location. In this section we will go over how to search for a location to see if it is already on the account and how to add a brand new location to your TimeTap account.
To see if we need to add a new location to the account, you will click on Settings at top of the page and select "Locations." Once on the Locations page you will see a list of existing locations and a search bar at the top right of the list. In the search bar type in the name of the location in question, if that location does not populate in the search we will proceed with adding a new location.
Still on the Locations Page, if you do not find your location in the existing list we will click on “Add New Location”.
Once you’ve entered the Add New Location flow, you’ll be on the Name & Type screen where you can enter the name of the location and select whether it is a physical, virtual or variable location.
- A physical location, such as an office, that you'll be meeting your clients at
- A virtual location represents any appointments that are held virtually (like over the phone, on Skype, Google Hangouts, etc.).
- A variable location is when your appointment(s) take place at an address that is provided by your clients at the time of booking.
Once you’re done entering the name & type, click “Continue”.
Next you will be brought to the Contact Information screen where you can optionally enter:
- A phone number for your location: this phone number can be added to your email templates or to your appointment saved message using the tag %LOCATION_OFFICEPHONE%
- An email address for your location: this email address can be cc'd on your email templates by using the tag %LOCATION_EMAIL%
- An an address (for a physical or variable location) or description (for your virtual location): these will display to your clients underneath your location name on your scheduling flow. It can be included in your email templates with the tag %LOCATION_ADDRESS% or %LOCATION_DESCRIPTION% (these tags are interchangeable so if you use %LOCATION_ADDRESS% it will pull up whatever was entered in either the location address or description field for the location
- A different time zone for your location: If this location is in a different time zone than your business is set to in your account settings, you can indicate that here and staff availability & appointment times will take the location's time zone into account when scheduling
Once you’re done click “Continue”:
Next you are taken to the Details screen, you can optionally add directions to or for the location. The directions that you enter can also display on your appointment emails if you use the tag %LOCATION_DIRECTIONS%. They won’t, however, be visible to the client when he or she is booking an appointment. Once you’re ready click “Continue”:
Lastly, you will be brought to the Confirm New Location screen, you can review the information you’ve entered in the other screens and once you’re ready click “Submit”:
When you return back to the list of active locations, you will now see our newly added "Main Headquarters" is included in that list. We are now able to assign a rep and add their availability to this location.
