The term "Clients" in TimeTap refers to the people who have either scheduled an appointment with you or who you have created an appointment for.
In your business, they may actually be called students, patients, mentees, customers, members, etc. However you refer to the people who are booking with you, just know that the default TimeTap term is "Clients".
This section of documentation covers -
- Navigating through your Client List
- Accessing & Editing Client Profiles
- Adding New Clients
Before we go into the overview of the Clients Menu, however, there are a few important things to know about clients -
- If you have the Client Login set to "Allow Clients to Login", "Clients Must Login to Book an Appointment" or "Only Registered Clients Can Book an Appointment" under Settings > Mini Website Design > Greetings & Login as shown in the screenshot below, then clients can log in to your scheduler to look at their appointment history and book new appointments without having to re-enter their personal info
- Clients that do login have to have a password. They can either register and set the password themselves, they can request a password reset email be sent to them or you (the staff) can reset it for them
- Finally, if you delete a client from your account, it does not automatically delete their appointment history. You have to delete both separately.