In this section we will cover:
All of this centers around how to make your Appointments > Calendar and Appointments > Availability views more suited for what you and your business care about.
As with many things in life, how the calendar displays on your Appointments screen may not be exactly how you want it right out of the box. The good thing about your calendar is that you can change it to fit exactly what you want to see (not so true with some of those other things in life). The following changes are only applied on a per user basis.
In order to customize how your calendar displays, go to your Appointments screen and select Settings:
This will bring up your list of Calendar View Defaults settings which offers a number of options that you can tweak to meet your needs:
The options you can configure are:
Once you've adjusted these settings to match what you want to see, press the "Save" button and then click on the Calendar or Availability view to see the changes:
Changes made to the Business Level Calendar and Appointment View Details section apply to all staff members.
In order to customize how your calendar displays, go to your Appointments screen and select Settings:
This will bring up your list of Calendar View Defaults settings, scroll to until you find the Business Level Calendar and Appointment View Details:
The options you can configure are:
One of TimeTap's biggest benefits is how customizable it is to your business's particular needs. One such example of this customization is how you can configure how the description for your appointments appear on your calendar view for your business.
The text that displays on the calendar is made dynamic by using tags (click here to learn more about using tags) which merge values that are stored on the appointment into text that displays on the calendar view. The default description that is added on the calendar event is "%CLIENT_FULLNAME% for %REASON% with %STAFF_FULLNAME%" which would fill in with the respective values (i.e. the tag %CLIENT_FULLNAME% would fill in with the name of the client).
Since that is the default description, then if I as a staff member have the service "Consultation" scheduled with my client "Jane Doe", the event that shows on my calendar would have the description "Jane Doe for Consultation with Lucy Barber", as shown below:
You may, however, care about different details around the appointment that you'd like to have displayed here. Maybe for you, you want to see the client's cell phone number in that view. By looking at the list of tag values, we can see that the tag we'd want to use is %CLIENT_MOBILE_PHONE%.
My next step is to add that tag to the calendar description. To do this I'll go to Appointments > Settings to find the "Calendar View Description for Service Appointments" field:
I'm going to change the text that I have stored in there so that it includes that tag I'm interested in: %CLIENT_MOBILE_PHONE%
Since I've included that tag, then when I go back to look at the calendar view under Appointments > Calendar, I'm going to see the client's name and phone number in the description:
Again, good documentation to familiarize yourself with on this front is how to use tags and what tags we have available. If you are trying to get your calendar to display something specific and can't figure out how to do that, simply write our support team with the specifics of what you'd like it to show and we'd be happy to help you with that.
One thing that we strive for at TimeTap is making the app really customizable for your particular business needs. We know all too well that what works for one business doesn't work for the next so we've made TimeTap easy to adjust based on your personal preferences. One such way we've done this is by making the descriptive text you see on the appointment under Appointments > Availability adjustable based on what information your business is concerned with seeing.
The text that displays on the availability view is made dynamic by using tags (click here to learn more about using tags) which merge values that are stored on the appointment into text that displays. The default description that is added on the calendar event is "%APPT_START_TIME_STAFF% - %APPT_END_TIME_STAFF% %REASON% %CLIENT_FULLNAME%" which would fill in with the respective values (i.e. the tag %CLIENT_FULLNAME% would fill in with the name of the client).
Since that is the default description, then if I as a staff member have the service "Consultation" scheduled with my client "Jane Doe" between 11am - 1pm, the event that shows on my availability view would have the description "11:00 AM - 01:00 PM Consultation Jane Doe", as shown below:
You may, however, care about different details around the appointment that you'd like to have displayed here. Maybe for you, you want to see the client's cell phone number in that view. By looking at the list of tag values, we can see that the tag we'd want to use is %CLIENT_MOBILE_PHONE%.
My next step is to add that tag to the calendar description. To do this I'll go to Appointments > Settings to find the "Availability View Description for Service Appointments" field:
I'm going to change the text that I have stored in there so that it includes that tag I'm interested in: %CLIENT_MOBILE_PHONE%
Since I've included that tag, then when I go back to look at the Availability view under Appointments > Availability, I'm going to see the client's phone number in the description:
Again, good documentation to familiarize yourself with on this front is how to use tags and what tags we have available. If you are trying to get your Availability view to display something specific and can't figure out how to do that, simply write our support team with the specifics of what you'd like it to show and we'd be happy to help you with that.