Getting Started Guide Day 5:
Preparing for your day of appointments

No one wants to feel flustered at the start of their day. Printable reports of your upcoming appointments make it easy (or at least easier) to feel in control of the day ahead of you.

You can quickly login to TimeTap and go to your open appointments list to get a specific spreadsheet of the bookings on you and your staffs schedule for the day, the week, or the month.

Depending on when you cut off booking for appointments, this may be something you want to run every night for the next day or in the morning for the day ahead.

We’ll walk through how to run this report as well as how to manage how close to the start time of an appointment a client can book (so you don’t get surprised by last minute bookings) in the video below:

Next Steps:

• Login to TimeTap and download your appointments: Now that you understand how customize your appointment lists and print them off in Excel, login and try it out!
• Learn about the different appointment statuses: In this video we mention running reports based on appointment statuses. To learn more about what we mean, watch the day 3 video on the appointment lifecycle.
• Read our written docs on exporting appointment lists: 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 6 by clicking the Next button below