Once a client is added to your account, you have the ability to change just about everything on their client profile. This includes their name, email address, phone numbers, company, gender, date of birth, address, timezone and password to login to your scheduler
On this documentation page, we will go through how to -
- Edit a Client Profile's Details
- Reset a Client's Password
- Add Notes to a Client Profile
- View a Client's Appointments
You can find any client's profile by going to the Clients tab, and while under the client list you can search by Client Fields or Client Notes. Once you have found the client you're looking for, click on the grey Client Profile button to go to that individual client's profile, where you can edit the fields mentioned above.
From here you'll enter into the Client Profile where you can see all the details that have been saved for that client -
To change or customize any of these details, first click on the blue Edit button in the top right -
This will allow you to edit that client's first name, last name and email address along with any additional client information fields that you have set to appear. You can see that the First Name, Last Name and Email fields as well as the custom field that asks How Did You Hear About Us? are marked as required by red asterisks for Andy's information, and in order to save their information these fields must be completed -
To learn more about what exactly the client information fields on your account are used for, you can check out our documentation on client information fields. If you're already familiar with client information fields and would like to know how to edit those that currently appear on your Client Quick Add forms, I would encourage you to check out our documentation on customizing client information fields. You can also learn about adding more client fields from our default list or creating custom fields of your own such as a "How did you hear about us?" text area field by checking out this page on adding new client info fields in our documentation.
As you can see below, I've added a home phone number to Andy's client profile. After you've edited the client's details and are satisfied, you'll want to click on the green Save button to save the changes you have made. You'll be able to see these changes reflected on that client's profile page.
You can reset a client's password either on their client profile or through the full client list. In this documentation we will cover how to reset the password through the client profile. Click here to read how to reset the client's password through the client list.
The first step in resetting the client's password is to find the client on your client list and click on the grey Client Profile button across from their name -
This will take you to their client profile screen where you will see the grey Change Password button directly underneath the client name -
Click on the Change Password button to bring up the Reset Password window shown below. Enter in the new password for the client and then click on the green Save New Password button -
Please note: For your security, TimeTap encrypts all users' and clients' passwords. Therefore we do not have a way to send your client their password. If you reset the password for your client, you are responsible for communicating that change with them. Also, please note that due to recent changes all client passwords must include at least 8 characters with a number, symbol, upper case and lower case letter.
To add or edit notes on a client's profile, first go to the Clients tab on the top of the page, search for the client and click on the grey Client Profile button across from their name -
When you are on their client profile, you will see the Client Notes section below the Client Details for Staff Use Only section -
To add a new note, click on the green Add Note button -
This will bring up the Add New Note window where you can type out whatever internal note you want to add to the client's profile and the option to add an Alert to the note which will automatically move that specific note to the top of the client's profile to indicate it is an urgent or important note. Once you are done writing your note click on the green Add Note button -
Once the note has been added, you will see it display on the client's profile and be able to either edit it to include different information or delete it if you want to remove the note from the client profile altogether -
If you have checked the box labeled Alert, that client message will also be displayed at the top of the client profile. The note will include a timestamp and will show which staff member last modified the note -
Now that you've added the note, you can navigate away from the client's profile if you'd like. Each time you come back to it, the note will be saved there and you can edit it or delete it as you please.
This will take you to the Client Appointments list -
From this screen, you can view a list of all appointments, or select appointments organized by their status. You can also export this list into an Excel spreadsheet, and click on this button 
to select which column headers to show.