If you are a TimeTap Team Professional user or just trying out TimeTap Team Professional, you have the option to add extra staff to your account. This is great because it means you get to essential double the amount of appointments your account can hold.
As you may know from either just using your TimeTap account or maybe another page in our documentation, TimeTap is build to protect your business against double bookings. Clients are never able to book a time with you when you have someone else already scheduled for that time. This is great if you are just a one man shop, but if you have different staff that are available for appointments at the same time as you then you'll need to get them added to your account as well.
In this documentation we will:
If you have any questions about adding extra staff to your TimeTap Team Professional account or managing their availability for appointments, please contact our support team and we'd be happy to answer them.
There are two types of staff people you can add to your account:
To add either of these staff members go to Settings → Staff and click the button to "Add New Staff":
You'll then enter into the "Add New Staff" flow where you'll fill in a bit of information about your staff member. You'll start by putting in their name, security access, whether they accept appointments, and their username:
While the "Staff person's full name" field is probably self-explanatory, I know the other fields may be a bit confusing. Here's a breakdown of what each of them mean:
Once you've filled in all those fields for your staff, go ahead and click the "Continue" button at the bottom of your screen:
On the next screen, you can enter in:
Once you've entered in the email address and mobile number for the staff, click the green "Continue" button to move onto their "Details" section. Here you can upload a profile picture for them which will display above their staff name in the scheduler flow, add a bit of a bio for the staff person which will display below their name in the scheduler, and select the timezone that the staff is in if it differs from where you business is set to:
Once you've filled in these details, click the "Continue" button at the bottom and review everything you've entered about the staff before pressing the green "Submit" button:
Pretty much everything that you've added about the staff can be changed down the road so if you notice something later on that needs to be adjusted you can make that change then. The only thing that can't be changed so easily is the Username. You'll have to contact our support team to get that changed.
Once you press "Submit" from the "Confirm New Staff" screen, you will enter into the "Staff's Profile" screen. You'll see all the details you entered about the staff on the left hand side as well as some more options for what you can do next. These include:
Still have questions about adding a new staff member? Please reach out to our support team and we'd be happy to help.
After you finish adding your staff, you will go into the staff's profile view. If you have added a staff who can accept appointments, then you will see their staff details as well as be able to add availability for them to take appointments and sync their Google Calendar:
If you've added a staff who is just an office assistant and cannot accept appointments, then you will just see their details. You won't be able to add availability for them (since they won't need any to accept any appointments) and you won't be able to sync their Google Calendar (again since they won't need it to block off their availability):
No matter what type of staff you've added, we will send them a welcome note with a link to set their password and login for the first time. We will also send them a link with instructions on how to set up their availability
At this point, you can either let your staff login and set up their availability on their own or you can add the availability for the staff.
If you have any questions about best practices and want to discuss the process of adding new staff as it applies to your business specifically, please reach out to our support team and we'd be glad to talk it out with you.