Settings
- Lucy Barber (Unlicensed)
- Elvis Merino (Unlicensed)
- Jalesa Campbell (Deactivated)
While the Appointments menu and Clients menu both have to do with the bookings you have on your schedule, the Settings menu is what you'll use to configure both your client facing scheduler as well as your own back office scheduling.
The settings menu consists of a left hand side bar which breaks down configuring your schedule into the different components that go into your scheduling process:
- Scheduler Rules & Logic: where you can configure your scheduler settings as well as grab embed codes
- Locations: where you can customize information around where your meetings take place
- Staff: where you can define who will be rendering the appointments your clients book as well as their schedule for appointments
- Services & Classes: which is what is relayed to your clients as the reason they're booking
- Time: where all the settings around how appointment time-slots are displayed are housed as well as adding staff availability for appointments
- Client Information: where you can set up the fields you want to capture before an appointment is confirmed and the confirmation message after the appointment is booked
- Final Confirmation: where you can the final confirmation panel your clients see after entering their information to serve their appointment
- Mini Website Design: where you can customize the messaging and branding of the scheduling page your clients visit
- Waitlist: where you can enabled and customize your waitlist settings
- Forms: where you can add and edit your forms as well as see form submissions
- Integrations: Enable and see a complete list of all integrations supported by TimeTap
In this documentation we will go through a brief synopsis of what's housed in each area. You can click through the synopses given to go to the specific documentation page for each component and learn more about how to use them.
What you can do:
The first item underneath the Settings menu is the Scheduler Rules & Logic page. Here you'll be able to select options to either embed the scheduler on your site or link to your mini website with a "Book Now" button. You will also be able to customize your scheduler's flow and choose to have clients be "auto advanced" through the scheduler if there is only one option on the page they're viewing.
You can also set your rescheduling and cancellation rules as well as select the option to require staff confirmation before an appointment is added to your calendar.
Where you'll find it:
Look under Settings → Scheduler Rules & Logic:
What you can do:
Locations are where your appointments are set to take place. It can be a physical location (like your office or clinic or whatever you refer to it as), a virtual location (like the phone, Skype, FaceTime, etc.) or it could be a variable location (client's home or place or business). Whatever it means to you, you'll set up your locations and add your availability at the underneath Settings → Locations.
From here, you'll be able to customize the details around your Location's Profile as well as view upcoming and past appointments at your specific location. You can also customize and configure your availability from your Location Profile's Availability tab. As an additional feature, if you are a TimeTap Professional or Business user you can also access all of your locations and add new locations where you're taking appointments.
Where you'll find it:
Look under Settings → Locations:
What you can do:
The staff persons listed on your account are relayed to your clients as the person who will be rendering the service they booked. You can make this a generically named person (like Office Worker 1) or it can be a specific person who your clients choose because they've booked with him/her in the past and liked their experience.
You can customize each staff person's profile with their contact information which will show up in the staff signature of the emails for any appointments booked with him/her. You can also configure the staff person's availability for appointments from within this view.
You can also access the additional staff you add to your account here as well, and set up customizations for the client booking process for when they're selecting staff.
Where you'll find it:
Look under Settings → Staff:
What you can do:
Adding different types of services & classes to your account gives your clients more options to choose from when they are booking an appointment with you. You may not have multiple services & classes that you offer, and that's just fine.
Should you have more services and classes that you offer, however, the Services & Classes page is where you'll be able to add to and customize the reasons for appointments that your clients have to choose from. You can tweak the Service & Class Panel display settings, add a new service, add a new class, reorder the default way they're sorted, remove them, and customize settings on their service profiles and class profiles.
You also have the option to add a private service or private class to help clients learn a new language, learn a new subject as an independent study, or even master how to play the piano. Stay tuned for all that we have coming up for you to be able to do with your appointment offering types.
Where you'll find it:
Look under Settings → Services & Classes:
What you can do:
One of the most important things on your TimeTap account is (go figure) your Time settings. Your time settings cover everything from what availability you have for appointments to how close to the start time of the appointment a client can book with you.
In the Time & Availability page, you'll be able to configure your Time Panel settings (including latest & advanced appointments, timezones, and appointment start times) as well as add in availability for your staff to take appointments.
When you have more than one staff person on your account, this is a good place to come to get a quick overview of all of their availability from the Current Staff Availability table. You can easily view and edit staff availability by clicking the "View & Edit" button to remove or even add availability.
Where you'll find it:
Look under Settings → Time:
What you can do:
Housed underneath Client Information are the settings for the information fields you want to capture from clients as they are booking with you as well as the confirmation messages they receive after they've saved their appointment.
You can go through and define the field names and labels that your clients see as they're booking their appointments and use some custom tags to really refine the appointment scheduled message they read immediately after booking.
As we add features to the application, you'll also be able to set up questionnaires for clients to fill in before coming in for their appointment as well as custom messages for the client to see when payment is due to secure their appointment.
Where you'll find it:
Look under Settings → Client Information:
What you can do:
The last page of the scheduling process for your clients is the final confirmation panel where they will see after entering in their contact information to reserve the appointment time. As soon as the confirmation message appears, the new appointment confirmation email is triggered and sent to your client as well as your staff.
While this email confirmation gives clients a lot of confidence about the success of their appointment booking, you'll never have their attention more fully than you do at the time when this confirmation message is displayed right on your scheduler.
Where you'll find it:
Look under Settings → Final Confirmation:
What you can do:
You can use the Mini Website Design page currently to find a quick access link to your mini webpage as well as upload a logo and customize the text on the left hand side of your mini website. For greater customization, you can change your mini website url.
We will shortly release the functionality to customize the background colors on the mini website so stay tuned for that!
Where you'll find it:
Look under Settings → Mini Website Design:
What you can do:
If you are a Business Account user you can use the waitlist feature to let clients sign up for the waitlist for a class session or services once all seats in the class session are taken or your availability for the service is completely filled.
Where you'll find it:
Settings → Waitlist
What you can do:
Forms serve a similar purpose that custom fields serve, which is to gather any pertinent information about the client before or after their appointment. Forms can also be used to create waivers or disclaimers that clients must sign before their appointment. Once a form is created TimeTap allows you see form request and submission by clients, as well as the completed form.
Where you'll find it:
Settings → Forms
What you can do:
This page offers a full list of all the integrations has to offer, from payments, CRMs, to access restriction based on IP Address. Current integrations are:
- Salesforce
- InfusionSoft
- Webhook
- Twilio
- PayPal
- Square
- Stripe
- Cayan
- Authorize.net
- E-xact
- Google Calendar
- Apple iCalendar
- Office 365
- Outlook
- Microsoft Exchange
- API Key
- Restrict Login by IP Address
Where you'll find it:
Look under Settings → Integrations:
