Getting Started Guide Day 4:
Managing Client Profiles

Whenever a client books with you, they automatically get a profile created just for them. From that profile view, you can see all their details, their appointment history, any emails they received, as well as any payments they’ve made.

You can also add clients on your own by logging into TimeTap. You can create appointments for them and send them email confirmations and reminders about those appointments.

In this training guide we go through how to add clients to your account and, once their on your account, how to manage their profiles and bookings. By the end of the video, you’ll better understand how your clients see your online booking options and how to set their expectations in using it.

Next Steps:

• Login to TimeTap and check out some clients: Now that you understand how to find the clients on your account and what their profiles contain, login and check out some of your existing clients or add new ones!
• Customize the fields on your client profile: The default fields that TimeTap provides may not be what you're interested in capturing from clients. Watch our video on setting up your booking form and customizing the fields on your client profile.
• Read our written docs on managing clients: You've got the video under your belt, but if you're hungry for more, we've got loads of written documentation available for you too.
• Take your scheduling game to the next level with an onboarding call: Getting a scheduler built just right for your business takes a lot of work. Our TimeTap success coaches will walk you through the process individually and make sure it's all set up the way you want it.

Feeling ambitious? Continue on to Day 5 by clicking the Next button below