The Setup Guide page provides a list of recommended tasks to help guide you through the initial setup of your account.
The Setup Guide walks you through how to perform the following tasks -
Set up Staff to accept appointments
Set up Locations where you offer appointments
Add your different appointment types
Book test appointments
Customize the web address for your scheduling page
Customize the look & feel of your scheduling page
Add clients to your account
Set up a payment portal on your account
Schedule your onboarding call with a TimeTap Coach
Navigating Setup Guide Page
The Setup Guide is the first page you will see after you've completed (or skipped) the Setup Wizard. As you move around the Backoffice you can always get back to the Setup Guide by going to Dashboard > Quick Setup Guide -
You’ll find these sections on the right side of the Setup Guide -
Account Setup Progress - This progress bar tells you how many more steps you have left to complete the basic setup. The initial Setup Wizard will help put everything in place that is needed for you to start taking appointments, but if you would like to customize TimeTap to fit the needs of your business it is recommended that you take the time to go through each step of the Setup Guide.
Plan Information - This sections tells you how many days you have left in your free trial and the TimeTap plan you have selected.
Scheduling Page - This shows the URL for your Default Booking Site where clients can book appointments with you using the Client Scheduler. Here you can update the first part of this URL to match your business's branding.
Embed Scheduler - This bit of code can be used to embed your business's scheduler into your personal or business website to allow your clients to book appointments without having to leave your site/
Getting Started Guides - Here you will find a links to both our video guide and a written guide on how to get started using TimeTap.