Invite and Manage Your Team

Service Availability
Class Schedule
Booking Forms
Appointment Lifecycle
Clients
Reports
Reasons for Appointments
Customizing the Booking Flow
Adding Staff
Google Sync
Waitlist
Courses

Setting Up Staff's Availability for 1-on-1 Appointments

This video shows you how to setup availability for a staff member to offer service-based appointments. Services are what we call any appointments that are 1-on-1 appointments between a staff member and a client.

Useful links:

Read our written docs on managing your availability: 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.

Setting Up a Class Schedule for Group Appointments

This video shows you how to setup a schedule for the classes you offer. Classes are what we call any appointments that are group based meaning more than 1 client can book into it.

Useful links:

Read our written docs on managing your class schedule: 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.

Customizing Booking Forms

This video shows you how to customize the form that clients have to fill out before they can save their appointment.

Useful Links:

Read our written docs on defining your booking form: 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.

The Appointment Lifecycle

This video walks you through the different appointment statuses.

Useful Links:

Read our written docs on changing appointment statuses: 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.

Managing your client records

This video goes over how to add and manage different clients (aka the people booking with you) through TimeTap.

Useful Links:

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.

Preparing for your day with a report of your appointments

This video shows you how to run customized reports on what appointments you have for your day, week, or month ahead.

Useful Links:

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.

Add all the different types of appointments that you let clients book with you

In this video, we'll show you how to set up the different services and classes your business offers and how clients will be able to book into those.

Useful Links:

Read our written docs on adding services: This documentation walks you step by step through the add new service flow.
Read our written docs on adding classes: See a quick step by step guide on adding a new class option.

Customize the look and feel of your scheduler to better match your business

In this video you'll learn about where all the different settings to customize your scheduler are and how to change them to adjust your scheduling flow.

Useful Links:

Read our documentation on customizing your scheduler settings: 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.

Include other team members on your account to accept appointments

If you have colleagues that need to take appointments too, this video will walk you through how to add them at the right security levels.

Useful Links:

Read our documentation on adding staff: 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.

Sync to Google Calendar

This video series shows you how to set up a 2-way or 1-way sync between either a Google Calendar or multiple Google Calendars and your TimeTap account.

Useful Links:

Read our documentation on setting up calendar sync: 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.

Let clients join a waitlist

When all of your times are full, give clients the option to join a waitlist to be notified if any of your other clients cancel.

Useful Links:

Read our documentation on setting up waitlist for services: This documentation is specific to managing waitlist registrants for service or 1-on-1 based bookings.
Read our documentation on setting up waitlist for classes: This documentation is specific to managing waitlist registrants for class based bookings.

Manage registration for multi-day classes

If you offer a class that spans multiple days and/or times, you'll want to add a course. Watch the video below to learn how.

Useful Links:

Read our documentation on setting up calendar sync: 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.

TimeTap Video Tutorials

Setting Up Staff's Availability for 1-on-1 Appointments

Useful links:

Setting Up a Class Schedule for Group Appointments

Useful links:

Customizing Booking Forms

Useful Links:

The Appointment Lifecycle

Useful Links:

Managing your client records

Useful Links:

Preparing for your day with a report of your appointments

Useful Links:

Add all the different types of appointments that you let clients book with you

Useful Links:

Customize the look and feel of your scheduler to better match your business

Useful Links:

Include other team members on your account to accept appointments

Useful Links:

Sync to Google Calendar

Useful Links:

Let clients join a waitlist

Useful Links:

Manage registration for multi-day classes

Useful Links: