In this section of our documentation, we'll cover how to customize your service & class profiles as well as how to configure location specific availability for a service and how to set up multiple durations for a service. Click on any of the links on the upper right of this page to learn more about any of these these topics.
Services and classes in TimeTap represent the reason for the appointments. While both services and classes can be found, added, and edited on the same page your TimeTap account, they function quite differently.
Services are 1-on-1 appointments between a staff person and the client. Clients can schedule a service appointment for any time during which the staff has hours of availability set up. The appointment times offered for a service are based on the duration you assign to the service. Thus, if a service is set for a duration of 1 hour, then your availability will display to clients booking in 1 hour time slot increments on the Client Scheduler.
Classes are group appointments where 1 staff person leads the appointment and several clients attend. Classes are offered whenever a staff person chooses to schedule a class session. Each class session has a max capacity which determines how many clients can book into the class.
Your full services & classes list will be available under Settings > Services & Classes -
When your clients are booking with you, they will see the service or class as the reason for the appointment. In this specific documentation page, we'll go through all of the different places where your clients will see the service or class name so that you can make sure it is showing up in a sensible way for each of them.
These include the following -
Services Panel on Client Scheduler
Unlike with locations and staff, you can add as many services & classes to your TimeTap account as you want, all for no additional charge! As soon as you add multiple services or classes, you can customize the Client Scheduler's panel flow so that clients can select which service or class they want to schedule an appointment for as they are booking.
Under Settings > Scheduler Rules & Logic, you can customize your Client Scheduler's panel flow to make sure that it includes the Services & Classes Panel. This panel will allow clients who are booking with you to choose what the reason is for booking their appointment.
What is displayed on this page of the scheduling flow is the service or class name, the service or class description, the duration and the price if the service or class has 1. You can edit these fields from your service or class's profile and that will update what gets displayed on the scheduler.
The only services or classes that will show up on this page are those that are offered by a staff who has service availability set up or has a class session scheduled. If you do not see a service or class on this page, it is because no staff on your account that offers availability or has a class session set up offers that service or class.
Appointment Confirmation Panel
Once a client has finished booking an appointment, they are presented with a brief confirmation summary of their appointment details. The summary for the appointment location on this page by default reads "Service: %REASON%".
You can find where you can edit this confirmation summary/appointment success message under Settings > Final Confirmation -
You can learn more about editing this success message by reading our documentation on the Final Confirmation message here. You can also learn about how to use all those percentage sign names (called email tags) by reading our documentation on email tags here.
Appointment Emails
- New Appointment by Client
- New Appointment by Staff
- New Recurring Appointments by Staff
- Appointment Edited/Rescheduled
You'll see where this text appears on the New Appointment email shown below-
If you want to change how this shows up in your email templates, simply edit the service or class details in the service or class profile.
Appointment Detail Page
In the email templates that get sent to clients for appointment confirmations, appointment reminders or rescheduling, there's a link they can access to cancel or reschedule their appointment.
If a client clicks on that link, they will be directed to the Appointment Detail page on your mini website. This page lists the details around the appointment as well as provides buttons to either reschedule or cancel the appointment.
As you can see in the image below, the service & class name displays on this page as well. To change how the staff name displays here, you would need to change the Service Name field on the service profile or the Class name on the class profile, which would affect how it gets displayed everywhere -
Learn more about your services & classes -