Client Info Panel Settings

The second to last page of your client-facing scheduler is where your clients will enter in their contact information in order to reserve their appointment time. You can customize the text and what information you collect from clients on this step by editing your settings on the Client Info Settings section of the Client Information page.

On this specific documentation page, we'll go through how to edit the text and labels that appear on the client information page of your scheduler.

We go through how to change the booking form that clients actually have to fill out on our documentation on defining field labels.

To change the text and labels on the Client Information page of the scheduler, click the Edit button in the top right of the "Client Info Settings" portion of the Client Information screen of the TimeTap Back Office:



Once the Capture Client Information goes into edit mode, you can make changes to the following:

 

  1. Client Info Panel Title: This appears in the header bar on the second to last page of your scheduler. It is the page where clients put in their information.

  2. Client Info Booking Summary: You can override the default booking summary which tells clients the service/class they're booking and the start time here.

  3. Appointment Date & Time List: If you include the %APPT_DATE_LIST% tag in the Client Info Booking Summary text above, then the scheduler will loop through all the appointment dates and times selected on the Time panel and display them with the information configured in this field.

  4. Client's Info Header Text: This text appears beneath the header bar on the last page of the scheduler. Clients will see this before being prompted to enter their contact information.

  5. Name Dropdown Label: If clients login to the scheduler or go to the scheduler from an invitation template, TimeTap will auto detect the client's details and show their name in a dropdown. This is the label that appears to the left of that dropdown when they're logged in. 

  6. Client Info Fields: These are the fields that clients are prompted to fill out before confirming their booking. You can change and edit these fields under Settings > Client Information > Define Field Labels.

  7. Clients can request text message: Checking this box will show the option for clients to request a text message reminder underneath the cell phone field while they're booking an appointment.

  8. Display "request text message" option checked by default for client: If checked, this will make it so that the send text message reminder box on the scheduler is checked when a client get to it. 

  9. Send Text Message Label: Change the label to prompt clients to request text message reminders for their appointments. 

  10. Text Message Reminder Options: Changes the wording for the text message reminder options for clients. 

  11. Text Message Hint: Enter help text to display on the scheduler underneath where clients would select whether they want to receive a text message reminder to help them understand more around text message reminders. 

  12. Additional Guest in Class Bookings: This makes it so when someone is booking a class session, they can add additional guests they are bringing with them that will count against the total capacity for the class session

  13. Client Blocked Mode: This applies to all clients who have been set to a status of Blocked from their client profile

  14. Client Blocked Message: This is the message that will show to all clients who have been set to Blocked status if your Blocked mode is set to 'BLOCK'

  15. 'Save' Button Label: The button that appears in the bottom right of the Client Information page and prompts your clients to confirm their booking