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Gadgets

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Gadgets monitor different aspects of your business's daily or weekly traffic at a location or popularity of services over a given time period. You can choose to build your gadgets based on Location or Staff. From there you will define which locations, staff and services & classes to show in your gadgets' agenda. 

This feature is great for running a quick report on your company and gives you the option to pick how many days within the week ahead you want to view at once. 

In this help doc we'll cover - 

 


How To Add A Gadget

For this example, let's say that you are interested in seeing a weekly snapshot of what is happening with all of your locations, staff and services. To add a new gadget to your account, you will need to navigate to Dashboard > Gadgets > Add New Gadget - 



 

 

How To Build a Gadget

Once you've clicked on the Add New Gadget button, you'll want to define the information you are looking to pull into your agenda and then click on the green Save button - 

 

  1. Configure Gadget Settings - 
    1. Gadget Name - Internal use only. Set the name for this gadget here. For example, if you wanted to see how many appointments you have for a specific service each week, you could name it "Weekly Appointments - Service Name".
    2. Gadget Type - The gadget type will automatically set to Agenda as that is the only view the gadget currently gives. 
    3. Share Gadget With - Determine which staff members, if any, you would like to share this gadget with.
  2. Configure Agenda Gadget Data - 
    1. Agenda For - Determine if you're basing this agenda off of Locations or Staff.
    2. Appointment Statuses to Show - Select the appointment statuses you would like to include on your agenda.
    3. Locations to show - Select the locations you would like to include on your agenda.
    4. Staff to show - Select the staff you would like to include on your agenda.
    5. Services and Classes to show - Select the services and classes you would like to include on your agenda.
    6. Period - Select the period of time you want to show in agenda (Next day, Next 2 days, Next 3 days, Next 4 days, Next 5 days, Next 6 days, or Next 7 days).
    7. Days of the Week to Skip - Check the boxes next to any days you do not want to include on your agenda. If your appointments on Wednesdays don't apply to this agenda, you can opt out on pulling that data here. 
    8. Include Time Offs - Determine if you want to show staff time offs within your agenda.
    9. Include Calendar Sync Events - Determine if you want to include synced events on your agenda. Since a lot of accounts sync external calendars to their TimeTap accounts by checking the include calendar sync box, you will also be pulling those events for your staff, location and service to the agenda you are creating. This will give you a bigger picture of what is coming in the week ahead. 
    10. Agenda Description - In this section you can use our email tags to pull specific information into your gadget's agenda. In the screenshot above you will see the information that we are pulling is the clients full name, the service/class they are signed up for, the staff members assigned to that appointment and the name of the location.

In our example for our weekly appointments gadget below, we will name it "Weekly Appointments - IC" (Initial Consultation) and set the agenda for Staff, and we want to show all locations and staff but we are only interested in seeing information regarding our Initial Consultation service (IC). Since we are looking to see our weekly breakdown for where and when our staff is offering the service Initial Consultation, we will select the next 7 days for the period and we will not skip any days. We will also include calendar synced events in case we have any appointments on our external calendar. Once we are done defining our agenda we'll need to click on the green Save button -  

 

 

How to View a Gadget's Agenda

Now that we have added our new agenda, it gets saved under Dashboard > Gadgets. Under Actions we can click on the View button to run the gadget and click on the blue Edit button to make any changes to the items defined on the agenda. If you want to remove the gadget from your account, you'll need to click on the red Delete button - 

 

In our example we are looking to see the weekly appointments based on staff that will only include the service Initial Consultation. When we click to View, we will see that information projected over the next 7 days.

When we run this report, you will see each staff member listed with the appointments broken down by date -

 

Had we chosen to base this gadget's agenda off of the location instead of staff, the information would be broken down per location - 

 

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