We know things can be a little overwhelming as you start out in this online scheduling world. To help make it all a bit more manageable, we recommend that you follow these getting started steps -
1. Add Your Availability
Every person taking appointments has their own set of availability. Some people may only take appointments at a location on a single day out of the month. Others may take appointment on multiple days in a given date range. Still others may take appointments on a regular schedule (like 8 AM - 5 PM Monday through Friday).
Before TimeTap can let any appointments get added to your calendar, you need to first tell us what your availability looks like. You'll be prompted to enter your availability as you set up your account for the first time by the Setup Wizard, but you can add extra availability or edit your existing availability at any time. Click on the links below to learn more about all the ways you can add, edit & manage your availability for scheduling -
2. Add Your Different Appointment Offerings
When you set up your account, we'll prompt you to go ahead and enter a type of service that you offer. This gets presented to the clients who are booking with you as 1 type of appointment they can schedule.
You can add as many different types of appointments as you would like. In TimeTap terminology, this is referred to as adding different "Services". For instance, you can have 1 type of service and set its duration to last for 1 hour and a different type of service that only has a duration of 30 minutes. When clients go to book the service that has a 1 hour duration, they will see time slots offered in 1 hour increments, whereas clients who go to book the 30 minutes service will see time slots offered in half hour increments.
Learn more about adding different services to your account.
3. Add any other staff members on your team who need scheduling
You can create profiles for all of the staff members that you have on your team. This will allow those staff to have appointments booked with each of them and allow them to log in and manage the appointment bookings from their own TimeTap profile.
During your trial of TimeTap you can add as many staff as you'd like at no charge. After your trial period ends, you can update your billing information so that you can keep multiple staff members on your accounts.
Learn more about adding more staff members to your account.
4. Check your scheduling flow
Before you notify your clients that you can take appointments online, you'll likely want to see exactly what your scheduling process looks like for them. It's also a good idea to quickly go through your scheduler anytime you make changes just to make sure the changes you made are taking effect in the way you want them to.
Learn more about checking your scheduler's flow before getting your clients to book.
5. Share your Scheduler with your clients
Once you've got your availability set up, your services added and have tested your scheduling flow, you are ready to start directing clients to your online scheduling portal. You can do this by either directing clients to the mini website that gets added with your account or by taking the scheduler and embedding it on your website.
If you want to use the mini website that TimeTap provides, you can add a few customizations to it. Click on the links below to learn more about designing and navigating to your mini website -
If you want to embed the scheduler on your own website, TimeTap has the embed code prepackaged for you and ready to place in your website's HTML editor -
6. Reach out to Support
Whenever you have a question about using TimeTap, our documentation database (where you're reading this text right now) is a great place to start! If you have a question and you can't find the answer in our documentation, feel free to reach out to us using our support ticketing system.
Learn more about how to use our support ticketing system here.