Scheduler Configuration Settings

Scheduler Configuration Settings

Under the Configuration section of your Scheduler Rules & Logic page, you'll find several options to customize how your scheduler works.

From this section you can:

  1. Allow client side booking

  2. Update your Panel Flow  

  3. Turn Auto Advance On or Off 

  4. How far in advance of appointments clients can reschedule

  5. How to restrict rescheduling to same staff member

  6. How far in advance of appointments clients can cancel

  7. Make cancellation reason optional

  8. Require staff confirmation for booked appointments

  9. Set up zip code filter

In this documentation we'll go over each of these features (click the links above to jump to the specific section on that feature). If you have any questions about your Scheduler's Configuration settings, please reach out to us here at TimeTap Support to let us know.






Allow client side booking

There may be time when you don't want to allow clients to book their appointments, to disable your scheduler and mini website go to Settings → Scheduler Rules & Logic and click on the "Edit" button next to configuration and uncheck the box next to "Allow Client Side Booking":

After the client scheduling end has been disabled if any of your clients go to your mini-website they will see the following message: 






 TimeTap Professional & Business Feature Update your Panel Flow

Your Panel Flow determines the order of screens that the client clicks through in making his/her appointment choice. 

If you are a TimeTap Professional or Businessuser, you have the option to add multiple staff to your TimeTap account for clients to make appointments with. In order for clients who are booking with your business to be able to select between the multiple staff on your account, you have to configure the flow of your scheduler to include the "Staff Panel". 

To configure your scheduler's flow, go to Settings → Scheduler Rules & Logic and click on the "Edit" button next to "Configuration":



Once the Configuration section goes into Edit mode, you'll see towards the top of the section that you have the option to select how you want the scheduler's flow to be ordered:



The "Welcome Panel", "Time Panel", "Client Info Panel", and "Confirmation Panel" are all going to show in the scheduling flow since they are required to successfully save the booking. This part of the flow determines how clients will click through and select what they are booking and who they are booking with. You have the option to set this up as:

  1. Location → Staff → Service: With this set up, clients first select which location they want to go to for their appointment, then which staff (from among the available staff at that location), then which service (from among the services that staff offers)

  2. Location → Service → Staff

  3. Staff → Location → Service

  4. Staff → Service → Location

  5. Service → Staff → Location

  6. Service → Location → Staff

  7. Location → Service

  8. Service → Location

  9. Staff → Service

  10. Service → Staff

  11. Service

Once you have made the selection that makes the most sense for your business, just press "Save" and your scheduler will be updated with the new flow.






 TimeTap Professional Feature Auto Advance