Knowledge Base

  1. Getting started with Timely 

    1. Create and set up your Timely account
    2. The Calendar
    3. Guide to the mini website
    4. Guide to Timely reports
    5. Guide to the symbols used on Timely
  2. Frequently Asked Questions (FAQ) 

    1. System status
    2. I've forgotten my password. Help?!
    3. How does Timely prevent duplicate appointments?
    4. How to create shortcuts in Timely
    5. What to do when your internet connection goes down
  3. Managing appointments 

    1. Add a new appointment
    2. Using Pencilled-In bookings
    3. Block out time with Busy Time & Breaks
    4. Rescheduling and editing existing appointments
    5. Set padding time between appointments
  4. Managing locations 

    1. How to add locations
    2. Set up mobile or roaming locations
    3. How do I select a second location on the calendar?
  5. Managing staff 

    1. How to add new staff
    2. How to add administrators
    3. Set access permissions for staff
    4. How to reorder staff
    5. How to roster your staff
  6. Your customers 

    1. How to add customers
    2. How to add notes to customers
    3. How to identify new customers
    4. How can I identify VIP customers?
    5. How to merge duplicate customers
  7. Services and products 

    1. How to add services
    2. How to use Service groups
    3. How to categorise and order your services
    4. How to add products to Timely
    5. How to sell products on Timely
  8. Managing classes 

    1. Getting started with classes
    2. Working with recurring classes
    3. Adding customers to classes
    4. Recording class attendance
    5. Invoicing classes
  9. Online booking 

    1. How to enable online bookings
    2. How to get customers to book online
    3. What do customers see when they book online
    4. How to customise the look of the online booking process
    5. Staff online booking order
  10. Notifications and reminders 

    1. Getting started with reminders and notifications
    2. Customer reminders and notifications
    3. How to set individual notification and reminder settings for customers
    4. Staff notifications
    5. Reminders and Notifications - FAQs
  11. Invoicing and tax 

    1. How to raise an invoice
    2. How do I view invoices
    3. How to edit an invoice
    4. How to apply payments to invoices
    5. How to apply discounts
  12. Online payments 

    1. Enable online payments for appointments and classes
    2. Request deposits from online bookings
    3. Create your own payment types
    4. Supported payment gateways
    5. PayPal - troubleshooting and FAQ
  13. Packages 

    1. How to create a package
    2. How to sell packages to customers
    3. How customers redeem packages
    4. Tracking package use and reporting
  14. Adding Timely to your website 

    1. Add book now buttons to your website
    2. Adding multiple buttons to your website
    3. Add the Timely booking widget to your website
    4. Add Timely to your Wordpress site
    5. Adding book now buttons and widgets to Weebly websites
  15. Using the Xero integration 

    1. Using Timely and Xero together
    2. Getting started with the Timely/Xero integration
    3. Importing your customers from Xero
    4. Syncing invoices to Xero
    5. Reconciling your payments in Xero
  16. Using the QuickBooks integration 

    1. Integrating Timely with QuickBooks Online
    2. Importing your Taxes from QuickBooks Online
    3. Adjusting your settings and mapping your payments to QuickBooks Online
  17. Add-ons and integrations 

    1. Integrating Timely with Vend
    2. Vend & Timely troubleshooting guide
    3. Integrating Timely with MailChimp
    4. Timely and MailChimp troubleshooting guide
    5. Integrating Timely with MYOB
  18. Syncing Timely with other calendars 

    1. Using one-way shared calendars with Timely
    2. Setting up your Timely to iPhone/iPad calendar sync
    3. Setting up your Timely to Apple Calendar/iCloud sync
    4. Setting up your Google Calendar one-way sync
    5. Setting up your Timely to Microsoft Outlook calendar sync
  19. Mobile and tablets 

    1. Download the Timely iPhone or iPad app
    2. Does Timely have an Android or Windows mobile app?
  20. Managing your Timely account 

    1. Guide to managing your Timely account
    2. How can I update my credit card details?
    3. How to manage SMS credits
    4. Share the love! Refer your friends and get free credit!
    5. Guide to handing over your Timely account
  21. Switching from another system 

    1. Import your customers using a CSV file
    2. Import your customers from ClickBook
    3. Import your customers from EzyBook
    4. Import your customers from BookFresh
    5. Exporting customers to an Excel file
  22. Partners 

    1. Registering as a Timely partner
    2. How to add customers to partner accounts
    3. Promotional resources for partners
  23. Hardware setup 

    1. Getting started with thermal receipt printing
    2. Star TSP100 / TSP113 / TSP143 setup for Microsoft Windows
    3. Star TSP100 / TSP113 / TSP143 setup for Mac
    4. Star TSP100 / TSP 113 / TSP143 cash drawer configuration
  24. All articles 

    1. Create and set up your Timely account
    2. Getting started with reminders and notifications
    3. System status
    4. Import your customers using a CSV file
    5. Add a new appointment

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