Feedback for Timely

I suggest you make Timely better by ...

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  1. Allowing more than one customer to attend an appointment/class

    I run a dancing school whereby parents have been asked to book their childrens' private lessons (services - 15mins, 30 mins, 45 mins, 60 mins) online with Timely.

    At present it is not possible to add more than one customer to each booking.

    This is no good for invoicing of students as the second or third student in the lesson will not receive an invoice and the student/parent that is booking will receive an invoice for the entire lesson, whereas each pupil should receive an invoice for just their share of the lesson.

    I was recommended to make the lesson…

    84 votes
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    • Allow us to add more than one service to a single invoice

      We need to be able to add more than one service to the same invoice ...

      currently we can only add the one service from the calendar booking... this messes up our accounting later on (Because we have to bill the second service as a product - which it is not)..

      Clinico and most other platforms give the option to add as many services as we like to the same invoice - regardless of what they're booked in for on the calendar.

      It seems like it would be a simple fix .. and one that would stop me from moving…

      31 votes
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      • Ability to refund or reverse payments

        Add the ability to process refunds for payments made against invoices. Deleting the existing payment and invoice removes the record of that transaction, it would be better if this could be kept as part of the customer's sales history.

        15 votes
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        • Ability to send a message to all participants in a class

          Being able to send an e-mail to everyone confirmed in a class. At the moment the only option is to export the list to Excel and copy and paste the e-mail addresses.

          16 votes
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          • Allow a function for creating Receipts, rather than just calling it 'Invoices'

            Would be good if, once paid, the Invoice could be called a Receipt. It seems strange sending an invoice statement once its fully paid, when its actually a receipt.

            20 votes
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              Thanks Stewart. This would probably be linked to from the list of payments on the invoice screen.

              Also have you seen the customer statement? You can get to it from Customers > [Search] > Print statement

              That might help you in the short-term.

            • Redeeming a visit in a package for a no-show

              Currently if a person doesn't show up to an appointment that has been scheduled as part of a package when you make it a "No Show" it doesn't redeem a visit. You have to either:

              - Make the appointment "complete" and add a note saying they didn't show

              or

              - Make it a no show and manually adjust the visit limit in the packages under the customer. There is no way to manually redeem a visit you can only reduce the total limit of visits available under the package

              Could you please make this a little more automated

              6 votes
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                0 comments  ·  Packages  ·  Admin →
              • Add classes to packages

                Oh my gosh - I LOVE the new packages feature. It is really fantastic! Perfection would be if you could add classes to the feature. Will this be possible?

                Thanks,
                Emma

                10 votes
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                  0 comments  ·  Classes  ·  Admin →
                • Add a clocking in and clocking out facility

                  As Timely is already a people scheduler, please add the option for staff to check in and to check out so that we can monitor working hours and holidays and produce a daily/weekly/monthly attendance register. I am currently using a 3d party app (Wagebase) and would welcome either integration or consolidation. Thanks !!

                  34 votes
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                    gathering feedback  ·  2 comments  ·  Staff  ·  Admin →
                  • Specifying service/product on transaction report

                    Would love to see the name of service or product specified on transaction reports, as these things need to be tracked and taxed separately.

                    1 vote
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                      2 comments  ·  Reports  ·  Admin →
                    • Chat function for staff

                      It would be awesome if there was a feature to be able to message staff within the app (chat function) to advise them their appointments have been canceled, appointments are there waiting for their appointment, or for just interoffice communication.

                      8 votes
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                        gathering feedback  ·  0 comments  ·  Staff  ·  Admin →
                      • Allow customer to book recurring classes online

                        Recurring classes are great, now we need customers to be able to book multiple classes online. Currently this isn't possible. It is also not possible to add a customer to multiple recurring classes once a single class has been booked. Please fix!

                        60 votes
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                        • Identify customers who have not booked a specified service recently

                          There is now a lot of information in the the Timely reports section .
                          It would be great to be able to cross reference this information and then send out a Txt , Email or letter to these people .
                          I am in the pest control industry and how I would use it might be like this
                          Run a report of my customers who have had a "General pest/Spider spray " done over summer but who have not had any Rat/Mice done - this way I can get in touch with them in Winter and up sell another service.

                          15 votes
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                            1 comment  ·  Reports  ·  Admin →
                          • 33 votes
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                            • Reminder function for follow-ups, tasks etc

                              A reminder function to remind us to do follow-ups or take care of research etc for clients would be extremely useful.

                              32 votes
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                              • The option to change the day of an already booked appointment on the mobile app

                                It would be great to be able to amend an appointment to another day on the mobile app. Currently it only allows you to edit the time on the day that it is already booked.

                                8 votes
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                                • Add an "Appointment created by" report

                                  Add a new report that details who and when an appointment was created. Based on the existing Appointment schedule but providing for staff and administrator filtering and date selection based on appointment creation date (not appointment booked date).

                                  4 votes
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                                  • Reset staff booking frequency after break or busy time

                                    Provide an optional setting that when enabled means staff booking frequency starts again on the calendar after a break or busy time.

                                    4 votes
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                                    • Adjust stock levels when invoice is fully paid

                                      At the moment when products are added to an invoice, they are deducted from the corresponding stock levels, regardless of any payments made on the invoice. The suggestion here is to prevent the stock deduction from happening until the invoice is fully paid.

                                      This would need to be opt in setting because businesses handle this situation differently.

                                      In addition, this idea raises some interesting questions:

                                      - How would products on an unpaid invoice appear in reports?
                                      - Stock would have to be available when the invoice is fully paid so how should this be handled?
                                      - How should stock on…

                                      3 votes
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                                      • Being able to add a package from an appointment booking

                                        Have an option to book a package when making an appointment instead of having to load the package details and then go back and make bookings. We have very limited time between customers and no front of house staff so this would make things much more streamlined and quicker for us.

                                        6 votes
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                                          0 comments  ·  Packages  ·  Admin →
                                        • Show last years figures on the dashboard graphs

                                          when we look at the dashboard there are two graphs, i suggest adding a another line in the graph on the left with the figures from the last 7-30 days with the previous years figures. different colour perhaps, something to compare the current year to the same time last year.

                                          8 votes
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