Every service that you have on your account has its own profile that contains specific details only relating to that service. In this documentation, we will walk through:
We will also discuss the upcoming and past appointments table in the service profile which displays appointments for the particular service with any staff at any location.
To find your service profile, navigate to Settings → Services and click on the blue "View Details" button next to the service you want to view the profile information for:
You'll now be directed into the profile page for that specific service. On the profile page you will see the service details which you can edit:
Your service profile is composed of five tabs, in which you can make changes and see relevant information:
Once you have successfully navigated to your service profile, you will taken to the Overview tab which is divided in two sections: Overview and Email Merge Fields:
To make changes to the Overview section click the Edit button to the right of the service:
This will allow to change the following:
Private URL: This URL is randomly generated by TimeTap. If you only want to show clients options to book appointments for this service
Vanity URL : Business account holders can create vanity urls to substitute your private URLs for Locations, Staff, Services, Classes, Service Groups, and Location Groups. This makes it so you have a friendly link to send your clients instead of the alphanumeric combination that makes up the private URL
While still in the Overview, scroll down to the Email Merge Fields section and click Edit to make changes to this section:
This will allow you to make changes to the following:
To make changes in the Time tab click Edit:
Once here you make changes to the following:
The Payment tab is where you can make changes:
Once the in the Payment tab you can modify the following:
Once you have finished making whatever changes you want to make, click the "Save" button to commit the changes to the service. You can quickly test out and see how you changes will look to the clients who are booking with you by clicking on the Preview Scheduler button at the top of the service profile.
A buffer can be applied to a service to add a bit of padding either before your appointment's start time or after your appointment's end time. If you have a 50 minute service that has a 10 minute buffer applied after it, then an appointment could last between 8:00am - 8:50am, but the total time that's blocked off on the staff's calendar is 8:00am - 9:00am.
To add a buffer to a service, go to Settings → Services and click on the "View Details" button to the right of the service you want to add a buffer for:
Once in the Service profile click the Time tab and the Edit button:
You have two option when applying a buffer:
In this example we will apply the buffer after the service. After you've clicked the Edit add a 10 minute buffer and click Save:
Now, when you go to add an appointment for this service, you'll see that the available time slots display with the appointment time and then the full time that it will block off in parentheses:
If you still have questions on service buffers after reading through this documentation, please contact our support team and we'd be happy to answer them for you!
A private service is a service that the client does not see on the scheduler. Only the staff sees it as an option to book from TimeTap's back office. This is great if you use your scheduler mostly for an initial appointment but have follow up appointments that you don't want clients to be able self schedule for.
To make a service private, navigate to Settings → Services and click on the "View Details" button to the right of the service you want to make private:
This will direct you to the Service's Profile screen. On the Overview tab, click the "Edit" button:
On the Overview window, check the box next to "Make private" to make the service private which will remove it as an option on the client facing scheduler. After checking the box, click the button to "Save Changes":
Now this service will not show up on your client facing scheduler:
But will still display as bookable from your TimeTap back office:
Cloning a service creates a copy of an existing service, and can save you some set up time if you offer similar services. You can clone a service, then make any necessary adjustments to the clone, like it's name or duration.
To clone a service, open the Active Services and Classes List under Settings → Services & Classes. Once on this screen, you'll see your active services and classes listed, with the Clone button under the Actions heading between View Details and Delete:
Once you click Clone to clone a service, you'll see it appear above the service you cloned with the name "Copy of <your service name>" with the same values for type, price, and duration. You can now click View Details to edit the profile of your clone service:
If you would like to see open Appointment for a specific service, you can use the Open Appointments tab in the Service Profile screen:
Clicking View next to one of the appointments will take you to the Appointment Details page for that appointment:
From the Open Appointment tan you can also send emails the clients with open appointments for this service, All you have to do is select the client you want to send an email to, and click the Send Email button:
After clicking the Send Email button a new window will appear, this is will contain the bulk email template, which you have the change to modify before sending. Click Send Email:
You can also import a list of all open appointment for this service. All you have to do is click the Export List button:
A new window will appear prompting you to select the information you would like to export. Once you've made your selections and you've clicked Export List a .xlc document containing the selected criteria will begin downloading to your computer:
If your client decides to cancel their appointment for this service, or you have marked an appointment to No Show or Completed these appointment will appear in the Other Appointments tab:
Clicking View next to one of the appointments will take you to the Appointment Details page for that appointment:
From Other appointment tab you can also send emails the clients with Completed/No Show/Cancelled appointments for this service, All you have to do is select the client you want to send an email to, and click the Send Email button:
After clicking the Send Email button a new window will appear, this is will contain the bulk email template, which you have the change to modify before sending. Click Send Email:
You can also import a list of all open appointment for this service. All you have to do is click the Export List button:
A new window will appear prompting you to select the information you would like to export. Once you've made your selections and you've clicked Export List a .xlc document containing the selected criteria will begin downloading to your computer: