Feedback for Timely

Welcome to the Timely feature request forum! If you have an idea for a new thing we can add to Timely, add your idea here. Make sure to leave an example of how it might be used too.

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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…

    106 votes
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    • Improve the dashboard graphs

      1. Currently, the bar graph section of Dashboard only shows future dates. Please enable user to view past appointments in bar graph. It would help someone like us to view the performance of the business in one easy glance.

      2. Show YTD figures for comparison

      3. Add the appointment value and appointment counts to the graphs

      42 votes
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        planned  ·  1 comment  ·  Dashboard  ·  Admin →
      • 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…

        40 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.

          28 votes
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          • 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

            26 votes
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              1 comment  ·  Classes  ·  Admin →
            • 17 votes
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              • Provide a cascading drop down for product selection

                Many times listing multiple offerings are confusing for customers but providing a cascading drop down makes it a better user experience in selecting their product or service

                9 votes
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                  4 comments  ·  Services  ·  Admin →
                • Add the ability to apply extra costs to invoices

                  Essentially the opposite of discounts so that extra costs such as surcharges or fines can be applied to invoices.

                  14 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.

                    28 votes
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                    • Share packages between family members

                      We're super excited to now have package support. Of course, the first two people that bought packages want to share the packages with family members. As a work around, we apply the package to the package owner and then manually go in and deduct when a family member uses another. It would be nice if one could apply a package to family member, but this becomes a whole lot more complicated.

                      11 votes
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                      • 14 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.

                          40 votes
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                            1 comment  ·  Reports  ·  Admin →
                          • 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.

                            33 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.

                            • 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 !!

                              53 votes
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                                gathering feedback  ·  3 comments  ·  Staff  ·  Admin →
                              • Being able to set a termination date for a staff member

                                If a staff member gives you notice, they need to be left in there until they finish, but you don't want them to be accidentally booked after their last shift. Rather than going through the roster and unticking them for an almost indefinite amount of time, it would be great if you could set an 'end date' so that no more bookings could be accepted after that date. You could also do the same for start dates for staff who you have starting and want to get set up, but who haven't started yet

                                18 votes
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                                  gathering feedback  ·  1 comment  ·  Staff  ·  Admin →
                                • Customer retention by month

                                  When we want to look at what customers have not returned for consultations it would be great if we could look it in month order rather then name order. Eg; we want to check who has not returned since last appt in Jan 2015. Alll other info is great except being able to get it in date order would be fantastic

                                  10 votes
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                                    0 comments  ·  Reports  ·  Admin →
                                  • Allow customers to be segmented for SMS marketing

                                    E.g. by month of birth, male/female, number of days since last appointment, etc

                                    10 votes
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                                    • 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

                                      12 votes
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                                        0 comments  ·  Packages  ·  Admin →
                                      • Add appointment type

                                        Add an Appointment Type into the calendar. Just like Service Name and Product

                                        9 votes
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                                          1 comment  ·  Appointments  ·  Admin →
                                        • 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).

                                          12 votes
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