Appointments will automatically get added to your schedule when clients book through your Client Scheduler, either via your booking site or the embedded version of the scheduler on your website. The staff member associated with the appointment will receive an email notification confirming the appointment, and you can view and manage the appointment in TimeTap using the Calendar or Appointment Lists views.
Clients will navigate through your scheduler to select a Location, Staff, Service/Class/Course and the date and time for their appointment. On the final panel, they’ll enter their personal details, creating a client profile on your account based on the configured detail fields. This profile will include all of their appointments and related information.
Here’s a preview of how clients create their own appointments through the scheduler -
If clients return to the scheduler and book a second appointment using the same First Name, Last Name and Email, it will be linked to the same client profile as their initial appointment.
To check if an appointment was created by the client, you can view the appointment’s details in the Backoffice and refer to the Audit Trail tab. If the "New Record created" entry shows as "Changed By: WebClient," the appointment was made through your scheduler -
After a client books an appointment, you can manage it just like any One Time or Recurring appointment that you create in the Backoffice. This includes the ability to do the following -
- Change the appointment status
- Edit the appointment time, date, staff, location or service
- Reschedule the appointment