I'm not sure about you, but have you come across those oh so delicious-looking recipes on Facebook by Tasty from BuzzFeed? They're almost compelling to watch because of the demonstrator combining the ingredients and then showing us the final dish.
I'm not sure about you, but this garlic & parmesan chicken dish with vegetables looks like it might make my list. Check it out!
So yes, who doesn't enjoy something new for dinner, lunch or even breakfast. Who knows, adding a dash of flavor to change up your menu could be a hit. And with saying that, I believe you'll find our new Dashboard feature a hit for making sure that your account is optimized and ready to go. Today I want to take a brief look at the Dashboard and some of the tasks that you might see after completing the Setup Wizard when creating a new account to use our online booking system.
The TimeTap Dashboard
Here's a quick look at my Dashboard:
Tasks I've Completed
As you can see, so far I have completed:
- Setting up a staff member to accept appointments (Myself)
- Setting up a location where I'll offer appointments (I'll be offering them on Facebook via live video)
- Adding an appointment type (Class)
You can also see that my profile is 40% complete by looking towards the upper left, and on the right side, you can also see that I have 6 steps remaining that I should complete. Let's see what they are:
Tasks I Have Not Completed
From above, you can see that there are a number things I can do to help me optimize my account such as:
- Booking test appointments (Extremely helpful, and we've mentioned in an earlier post on how to test scheduling changes)
- Customizing the web address of my scheduling page
- Customizing the design of my scheduling page
- Adding clients to my account
- Setting up a payment portal for my account
- Scheduling an onboarding call with a TimeTap coach (*Scheduling an onboarding call can certainly save you some time)
Even if you don't complete all of these tasks at one time, making it a goal to knock out at least 1 day would be a great start to getting you well on your way for taking appointments online with our appointment manager. We won't walkthrough completing all of these tasks, but you can check out our posts with walkthroughs on customizing the design of your web scheduler and setting up a payment portal to receive payments for your services or classes.
Today let's look at how to add clients to your account.
How to Add Clients to Your Account in 4 Easy Steps
So let's say that you already have loyal clients to your business whom you'd like to add to your account so that you can easily set them up for an appointment with our online schedule manager.
In my case, I've set up a mock class called "Just a Pinch Tuesdays - Cooking Live With Jalesa" through which I would offer cooking classes online via Facebook Live. Let's say that I already have clients who have subscribed to receive a notification whenever I go live on Facebook and have participated in one of my classes before.
I can add these clients to my account by going to the:
1. "Clients" tab
2. Clicking on "Add New Client"
3. Filling in the Client Quick Add Form and Clicking "Save New Client"
4. Viewing The Added Client
This is an easy 4-step process and would allow you to go ahead and populate your Client List.
And that's a brief look at our Dashboard feature! We hope this feature adds a pinch of flavor to your online scheduling process! If this post rocked, give us a shoutout on Twitter by clicking the button below to share with friends and colleagues. We love hearing from you!
Want to see a tutorial that we haven't covered yet?
Let us know what tutorials you'd like to see for our online service scheduling software by posting in the comments box below or by messaging us on social =)