Adding Appointments

Owned by Lucy Barber (Unlicensed)
Last updated: Mar 02, 2017 by Elvis Merino (Unlicensed)

Appointments will be added to your schedule either by you, the Staff person, while logged into TimeTap's Back Office or by your client who is using your scheduler.

You can add appointments underneath the main "Appointments" menu. Once appointments are added you can find them on your calendar or navigate to your lists and find them by status.

On this documentation page, we'll cover the two ways you can add appointments using TimeTap's Back Office

These two ways are applicable only to the staff person who is logging into the Back Office. Clients are able to schedule their own appointments by visiting your scheduler that's on your mini website and/or embedded on your own website.


In the Adding Appointments section

In this section of our documentation, we'll cover:




Adding Appointments with the Add Appointment button:

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You can always add a new appointment by pressing the "Add Appointment" dropdown button from your Appointments page:


After clicking the green "Add Appointment" button, you'll see you have the option to add either a One Time Appointment or a Repeating Appointment: 




Adding Appointments by clicking on the Calendar:

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You can also get to the "Add One Time Appointment" screen by scrolling through your calendar and clicking on a blank spot. To do this navigate to the main "Appointments" menu and make sure you have the "Calendar" tab open:


Find the date and time that you want to add an appointment for and click on it:


You'll see that when you enter into the Add New Appointment screen that the date and time are pre-filled with your selection from clicking on the calendar:


Once again, double clicking on the calendar is just going to get you to the Add One Time Appointment screen. If once in the screen to add one appointment you change your mind and now want to add repeating appointments click the "Add Repeating Appointments" button on the right side of the screen:

You'll see that when you enter into the Add Repeating Appointment screen that the date and time are pre-filled with your selection from the previous screen:




Clicking on the Availability View

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Just like in the Calendar view you can get to the "Add One Time Appointment" screen by scrolling through your availability view and clicking on a blank spot. To do this navigate to the main "Appointments" menu and make sure you have the "Availability" tab open:


Find the date and time that you want to add an appointment for and click on it. The white areas indicate your availability as entered in your Services Availability inside your profile, the greyed out area indicate the days where you do not have availability but you can still select those times and dates to add an appointment:


You'll see that when you enter into the Add New Appointment screen that the date and time are pre-filled with your selection from clicking on the calendar:


Once again, double clicking on the calendar is just going to get you to the Add One Time Appointment screen. If once in the screen to add one appointment you change your mind and now want to add repeating appointments click the "Add Repeating Appointments" button on the right side of the screen:


You'll see that when you enter into the Add Repeating Appointment screen that the date and time are pre-filled with your selection from the previous screen:


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