Client Login
From the Settings > Mini Website Design > Greeting & Login section you have the option to set whether or not you want to allow clients to login when they are making appointments. Allowing clients to login will let them:
View all the appointments they've made with your business, including upcoming completed, no show, and cancelled status appointments.
View, download, and pay their invoices.
View and edit their information.
Reschedule or Cancel upcoming appointments
Book new appointments without having to re-enter their client information
Switch between themselves and family members/connections who have booked appointments with you using the same email address
In this documentation, we'll go through:
Just to clarify, Clients will only be able to login to your scheduler. They are not able to login to the Back Office of TimeTap; just your business's scheduler which they find either on your mini website or that you've embedded on your own site.
By going to Settings → Mini Website Design → Greeting & Login, you'll see in the Client Login dropdown 4 options to set your scheduler to:
As you'll see in the screenshot above, your login options for your Clients can be set to:
This is the default setting. It essentially places the "Login" button and "Register" link in the top right of the navigation section of your scheduler as an option for clients who want more control:
When viewing your mini-website in a mobile browsers click the menu icon on the top right corner to view the Login option:
This option does not force your clients to either login or register in order to make an appointment; it just gives them the option. Clients have the choice to:
Just click through the scheduler and reserve an appointment time, entering in their information on the last page or
Login to view existing appointments or book a new appointment. If they book a new appointment they won't have to enter in their information on the last page as it will pull from the logged in client data or
Register and enter in their information. When they can book a new appointment the data they registered with will populate the last page of the scheduler
This option makes the most sense for businesses that have some new and some repeating clients. The new clients won't want to have to register & login because they're not sure whether or not they'll be booking again in the future. The repeating clients, however, may want to see a historical view of all of their appointment records and may not want to have to enter in their information every time they book.
This setting removes the "Login" button and "Register" link from the navigation section of your scheduler:
Clients will not have a way to login or register for your scheduler to see a historical view of their appointments. They will still be able to cancel or reschedule their appointments from the link in the confirmation or reminder emails that they receive, but they will not be able to do that just by visiting the web page your scheduler is on.
Clients will still be able to click through and make appointments, so long as appointment time slots are available. They will just have to enter in their information each time as it is not stored with a client login.
This option is ideal for businesses who do not have repeat clients. It's great if your clients really only ever visit you once and don't need access to their appointment records with you.