The Recipe for your Company’s Success

Many factors go into making an amazing cake - the right equipment, the right ingredients, the right recipe, even. Making your company a success is no different, various factors go into getting it to that place. Here are some tips on how to set yourself up for Success:

Utilize TimeTap’s various integrations

TimeTap works with many platforms you may already be familiar with, including Salesforce and Twilio to name a few. With the ability to bring your various keys to success into one place like TimeTap, it minimizes time spent jumping from one thing to another and makes sure you are always connected on all fronts - no matter where you look.

Get control of your inbox

The importance of keeping up with your emails escapes no business owner. With the proper organization, swift replies without the added stress of endless messages is attainable, according to Fast Company. Their 5 folder rule is a total game changer, making the most of your limited time. Check out the article here and get your folders up and running!

                              Your Email inbox shouldn't resemble anything close to this (and it won't if you do it right).

                             Your Email inbox shouldn't resemble anything close to this (and it won't if you do it right).

Call for backup

The phrase ‘teamwork makes the dream work’ is more than a Pinterest print out, it’s a way of life! Tap on those who can further help with your business’ execution, like the TimeTap team. Available via messenger, support line or booked conference calls (if you’re more of a planner), ask what features you could be using that would boost your team’s performance. You have multiple tools at your disposal, you can always ask how to best use them.

Every company is different, but the keys to making it a successful one stay the same throughout. Now, take these tips and run with them - your company’s success depends on it!

Re-Booking with Ease!

Are your clients creatures of habit and like to schedule the same appointment over and over again? TimeTap has implemented a new feature where instead of toggling between an existing appointment and trying to replicate it as a new appointment, you can now clone that appointment with just a click of a button.

TimeTap has added the Re-Book button which gives your clients the opportunity to clone an appointment and set the new date for you client. Both appointment fields and custom fields will be transferred to the new appointment when the Re-Book button is used including Location, Staff, Service & Class, Client along with other appointment fields that were added under the Client Information settings.  

View the slides below to see the progression of the Re-Book feature:


The Re-Book button is located in three place in the back office: 

1. The Appointment Detail Page - while in the calendar view, double click on an appointment to open the appointment detail page. On this page you will see the options to Add Appointment, Add Time Off or Re-Book. Click the grey Re-Book button to duplicate the appointment you chose:

Appt detail Rebook.png

2. Appointment Lists - Under the appointment list view you will see the Re-Book button has been added to the actions column next to each appointment. To choose your appointment to duplicate, you can select your date range and the status of the appointment (waitlist, pending, open, completed, cancelled, etc). 

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3. The Client Profile - The third option to re-book an appointment is through the clients profile. You will click on clients at the top of your screen and from the client portal search and select the client's name. In the example below we click client profile for Ellen Doe. Once we are on Ellen's profile we will click on appointments and we will see all of her past, present and future appointments. From here we will click Re-Book next to the appointment we want to duplicate and create a future appointment. 

client profile rebook.png

With just a click, the new Re-Book feature allows you to quickly copy the same appointment for a client and book it for a new date.  This feature is perfect for those clients who want to book as they are walking out the door with the "same time next week" attitude. 

Take the extra steps out of your appointment process by clicking Re-Book and watch your calendar grow!  

For further documentation on the Re-Book feature please check out our help docs by clicking here.

As always, we are here to help you become a scheduling genius. If you have any questions feel free to reach out to our support team at 202-753-7351 or write to us at support@timetap.com

Happy Scheduling!

TimeTap Receives Top Reviews on G2Crowd

Our goal at TimeTap is to make your life a little easier... and it shows.

 TimeTap ranked top Online Appointment Scheduling Software

TimeTap ranked top Online Appointment Scheduling Software

A recent series of reports distributed by G2Crowd, the world’s leading business solution platform, names TimeTap as a leading appointment scheduling site this quarter (Spring 2018).  

We have been ranked as a Top 5 Online Appointment Scheduling Software platform. Also included in the reports are top rankings for Usability, Implementation, Relationships, and Small-Business use. These reports are based on ratings by business professionals. TimeTap received ten or more reviews and five responses in each category related question to qualify for inclusion in these indices.

It’s our pleasure to support great businesses. Thank you for showing your support of us as well.

Learn more about what real users have to say (or leave your own review of TimeTap) on our G2 Crowd review page.

 

Customized Organization Advice Based on your Personality Type

Everyone is different - some people are visual learners, others can only hear something once and completely soak it in. In the search of finding out what kind of person you are and how you best go about things, we take quizzes, tests - anything to pinpoint how we function. The Myers-Briggs Type Indicator (MBTI) personality assessment is no different, but it is one of the most popular. Some employers even use candidates’ results as a factor when interviewing for the perfect fit with the company.

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Your MBTI can tell you a lot about yourself in regards to how you tackle problems and how you are in social situations, but did you know it could also help you find the best method of organization too? Bustle recently came out with an article listing all 16 MBTI types and how they can best work given their specific attributes.

Check out the article and look for your MBTI type to see if you could further improve the way you organize your day to day life. Maybe there’s something to all of those personality assessments after all!

Want to know more about The Myers-Briggs Type Indicator? Check out the official page here to get more information and read up on what all the hype is about.

Keep All Your Files in One Place!

TimeTap has added the File Library to the list of great features to help keep you on schedule and organized! Located under the Messaging tab, the File Library stores documents, images and other professional material intended for sharing with clients and staff.  

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Click the green +Add File/Folder button then "Choose File(s)" to select the files to upload from your computer. Opting in to the Make Files Public option will automatically generate a web based link to the document for use in your email templates.

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After the document has been added to the File Library organize them into designated folders. Notice the two folders below, TimeTap Help Guides and New Client Documents. For reorganizing and relabeling, move files to different folders at any time. 

Now that the files are organized into their specific folders it is time to put these files to use! The next step is to copy the file link and paste it into the desired appointment template(s).

In the File Library all of the files that we marked "Make File Public"  will have a link icon within Actions. The link icon is our ticket to sharing. Clicking on the link icon will automatically copy the link. It's ready to be pasted in an appointment template, invitation template or a personal email to a client.  

copy link.png

In the image above, we have copied the link for the New Client Questionnaire in order to paste that link into the appointment and invitation templates we have created for our new clients.

In this example, the New Appointment by Client template has been cloned and a new template has been tailored specifically for the service Initial Appointment. For a reminder on how to clone appointment templates, click here

To add the copied link to the template, click the edit button in the template section. You can paste the link as is into the template, or hyperlink text from your template as seen in the example below. Hover over your intended text and select the hyperlink icon paste the File Link into URL field. 

hyperlink file into body of template.png

Images can also be uploaded to the File Library and used in templates.  Instead of hyperlinking the URL, click the Insert Image button and paste the link into the Source field.  

The File Library is a great way to keep all of  professional materials in one place and it allows for an easy way to share files with the intended audience. 

If you would like a more in-depth walk through on how to manage and maintain the File Library check out the Help Docs pages.

As always, we are here to help you. If you have any questions feel free to reach out to our support team at 202-753-7351 or write to us at support@timetap.com.