Every client that you add to your TimeTap account or that books an appointment with you has an individual client profile that can be accessed through your Client List.
Through a client's profile, you can -
- Edit client details
- Reset passwords to log in to your scheduler
- Add notes that can only be viewed internally
- View a client's specific appointments
- Delete a client from your account
To read about any of these specific features of client profiles, click on the links above.
Client profiles are easy to find through your Client List by selecting the Client Profile button next to the one you'd like to view -
Client Statuses
There are 3 different statuses that a client profile can have -
- Active - Clients with a status of active are allowed to book appointments as normal.
- On Hold - Clients with a status of on hold aren't allowed to book any new appointments or reschedule/cancel any existing appointments, but can be added to an appointment by staff from the Backoffice.
- Blocked - Clients with a status of blocked aren't allowed to book any new appointments and staff are also unable to add them to an appointment.