Clients

Owned by Lucy Barber (Unlicensed)
Last updated: Mar 08, 2023 by Blair Horne

The term "Clients" in TimeTap refers to the people who have either scheduled an appointment with you or who you have created an appointment for. In your business, they may actually be called students, patients, mentees, customers, members, etc. However you refer to the people who are booking with you, just know that in TimeTap we call them "Clients". 

There are a ton of things you're going to be able to do with clients, and this section of our documentation does its best to touch on them all including:

Before we go into the overview of the Clients Menu, however, there are a few important things to know about clients: 

  • If you have Client Login turned on, then clients can login to your scheduler to look at their appointment history and book new appointments without having to re-enter their info
  • Clients that do login have to have a password. They can either register and set the password themselves, they can request a password reset email, or you (the staff) can reset it for them
  • Finally, if you delete a client from your account, it does not automatically delete their appointment history. You have to delete both separately.

Clients Documentation links



Full Client List

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To view a list of your client click Clients on the upper menu:


You can search for your clients by name or email, quickly add an appointment for a client, add new clients, delete clients in bulk, reset client passwords in bulk, export a list of clients, merge clients or upload a list of clients.  This is also where you can navigate through to existing client's profiles.

To read more about how to use the Full Client List, read our documentation on Full Client List.



Client Profiles

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Every client that you add to your TimeTap account has a Client Profile. You can navigate to a Clients Profile from the Client List. The Client Profile consists of the clients contact details, client details for staff user only, any internal notes, and the client's appointments:


Once you navigate to a client's profile you can:

To learn more about Client Profiles, read our documentation found here. 



Adding Clients

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Clients can be added to your TimeTap account in three different ways. If you click the "Client Quick Add" button from the Full Client List you'll get a short form like this:


Here are links to full documentation on how you can add clients:

To learn more on all the ways to add clients to your account, read our documentation on adding clients.

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