Efficiently schedule appointments with Timely

Table of Contents

1. Introduction
2. Getting Started with Timely
3. Setting up Your Account
   • Creating Locations
   • Adding Staff Members
   • Setting up Services
4. Exploring the Calendar
5. Managing Your Account Settings
6. Conclusion

Introduction

In today's fast-paced world, efficient appointment scheduling is essential for any small business that takes appointments for their services. Timely is an appointment scheduling solution designed to streamline the booking process and help businesses stay organized. In this guide, we will walk You through the step-by-step process of setting up your Timely account, adding locations, staff members, and services, and exploring the various features of the platform.

Getting Started with Timely

To get started with Timely, visit the gettingly.com Website and click on the "Get Started Now for Free" button. Provide your name, email address, and choose a password to Create your account. These credentials will be used to access your Timely account. You can always change your email address and password later if needed. Additionally, enter your company name and select a private address for your business. Timely accounts come with a free mini website and online booking process that will be run from this private address. Choose your country, currency, and time zone, and select a plan Based on the number of staff members you have.

Setting up Your Account

Before you can fully utilize Timely, you need to set up the three essential building blocks of your account: locations, staff members, and services. These can be set up in any order, but we recommend following the left-to-right approach for the smooth setup process.

Creating Locations

Start by adding your business locations to Timely. Enter the required information, such as the location's name and address. You can choose between a fixed location, which is suitable for physical locations like clinics or salons, or a mobile location for appointments that take place at different venues each time.

Adding Staff Members

Next, add your staff members to Timely. Fill in the required fields, including their first and last names. It's also recommended to provide their SMS number and email address to ensure they receive notifications for new appointments and changes. You can further customize the staff member's permissions and set up their bio, hours of availability, and upload a profile picture.

Setting up Services

After setting up your locations and staff members, it's time to add the services you offer. Click on the "Add Service" button and enter a name for the service. You can optionally provide a description and choose the pricing structure for the service, whether it's a fixed price, variable price, or even a free service. Define the duration of the service and add a padding time if needed for preparation or cleanup. Additionally, assign a color to each service to easily differentiate them on the calendar.

Exploring the Calendar

Once your Timely account is set up, you can start adding appointments to your calendar. Navigate to the Calendar tab to view and manage your appointments. The calendar provides an overview of your scheduled appointments and allows you to make changes as necessary.

Managing Your Account Settings

If you need to make any adjustments to the settings you configured during the setup process, you can do so in the Settings tab. Here, you can modify your services, staff members, and locations. It's important to regularly review and update these settings to ensure accuracy and efficiency in your booking process.

Conclusion

Congratulations! You have successfully set up your Timely account and learned the basics of adding locations, staff members, and services. Make the most of Timely's features to manage your appointments effectively and provide a seamless booking experience for your clients. Should you have any questions or need assistance, you can always reach out to the Timely support team via their website.

Highlights

• Timely is a user-friendly appointment scheduling solution for small businesses.
• Setting up your Timely account is quick and easy.
• You can add locations, staff members, and services to your Timely account.
• The calendar feature allows you to manage your appointments efficiently.
• Regularly reviewing and adjusting your account settings ensures accuracy and efficiency.

FAQ

Q: Can I change my email address and password after creating my Timely account?
A: Yes, you can easily change your email address and password in the account settings.

Q: Can I customize the availability hours for each staff member?
A: Yes, you have the flexibility to set different hours of availability for each staff member.

Q: How can I differentiate between different services on the calendar?
A: You can assign a specific color to each service, making it easier to view and differentiate on the calendar.

Q: Is there a limit to the number of locations I can add to my Timely account?
A: No, you can add as many locations as needed for your business.

Q: Can I manage my Timely account on the go?
A: Yes, Timely offers a mobile app that allows you to manage your account from anywhere, at any time.