Adding a new plan type to your account

If your account has changed and you are now offering a new plan type for participants to express interest in, you'll want to add that plan type to your account. To do this, go to Settings > Meetings and click the "Add New Plan" button:

On the Add New Plan page, you'll want to fill out the following fields (the numbers correspond with the numbers in red in the screenshot immediately following):

1. Plan Name – this will be what is shown to participants to select for their booking. We recommend setting this to whatever a participant would be used to seeing in reference to the plan
2. Internal Display Name – this will be how you and other teammates see the plan as you are navigating around the TimeTap back office. This is never shown to participants. We recommend setting this value to the plan number plus the plan name from item #1 above
3. Salesforce Sync Value – when a participant goes to book on a booking site with you, they will select the plan type they are booking before choosing their meeting purpose (although if you only have 1 plan type on your account, this should get auto assigned). Once the participant fills out their name and information on the last page of the booking flow, TimeTap will first attempt to match this participant based on the information they filled out with a contact record in Salesforce. Because a contact in Salesforce can have multiple records each with a different plan number assigned to it, we use whatever plan type they selected in the scheduling flow to optimize the contact match. The value stored in the Salesforce Sync Value field should be the plan type's unique number so that we can best make this match. If not match is found among the contacts in Salesforce, we will instead create a lead record in Salesforce also with whatever plan number is assigned to this field in the plan's profile assigned to the lead record.
4. Meetings to include – best recommendation is to select all the meeting purposes to include in each plan. The only exception to this is if you know for certain that there is a meeting purpose that you would never offer for a certain plan type. If that is not the case, however, please select all of them. (Please note, if you add a new meeting purpose, you'll want to go back and update the plan to include that new meeting purpose).

Please note: the plan description field is optional. if you put any value in here, it will show up as a description beneath the plan name in the scheduling flow. Participants could read this to learn more about the plan. If you would like to provide a plan description, just fill out that field.

Once you are done filling out the above fields, simply click "Save" and the plan type will be available for selection on any of your booking sites where you have "All plans" indicated to show. If there is a booking site that you want the plan to show on and it is not, please go back and edit your booking site to make sure that you have selected for the plan to be a part of that booking site.