Getting started with Timely

Welcome to Timely, it's great to have you here! 

Perhaps you've just signed up or started using Timely, or it's your first day working with a business that already uses Timely. Navigating a new system can be a bit overwhelming, but don't worry, we're always here and happy to help!

What is Timely? Timely is software designed specifically for spas and salons. We help businesses take care of everything from managing appointments, taking online bookings, raising sales and applying payments to automated reminders, SMS and email marketing and business reporting - whew!  Find out more about our features.

We have hundreds of help guides that cover anything you may want to do with Timely, but let's start with some of the basics - one day at a time, eh?

In this guide we'll cover:

  1. Finding your way around the Calendar.
  2. Adding a new appointment to the calendar.
  3. Raising a sale and applying a payment.
  4. Getting around the Timely account.

1

Finding your way around the Calendar

The Calendar is likely where you'll be spending most of your time in Timely. If you take appointments, you'll have your own calendar to organise your day.

  1. Use the house icon to switch between different locations: 
  2. Use the person icon to view the calendar for another staff member: 

  3. Switch between Day, Week and Month using the buttons in the top right corner: 

  4. Click on today's date and use the left and right arrows to move between months. Click on the date in the picker to jump to that date in the Calendar: 

Want to find out more? Check out the following guides to learn more about making appointments in Timely:


2

Adding a new appointment to the Calendar

There are a number of ways to add a booking to the calendar, but let's get started with the basics:

  1. Click on a free slot in the calendar and choose Add appointment

  2. Or, click the booking icon from anywhere in the account and click on a free time in the calendar: 

  3. Start typing in any of the Customer fields, you can select an existing customer by clicking on their name in the list, or add a new customer to the appointment. You can search for a customer based on their first and last name, as well as their email address or SMS number: 

  4. You can then add services to the appointment using the Service 1 field. To add more than one service to the appointment, use the green plus icon to add another service line. You can add as many as you'd like! 

  5. You can then add other important information to the appointment, like the customers's Address and any booking Notes in the tabs provided: 

  6. Click Save when you're done to create the appointment. We'll record the booking in the calendar and make a note of when you added it. You can make any changes to the booking, as needed.

Want to find out more? Check out the following guides to learn more about making appointments in Timely:


3

Raising a sale and applying a payment

When it's time to process the sale for a customer, you can raise a sale directly from the appointment. You can add retail products, additional services or a client's other appointments to the invoice.

The business will need to be on our Schedule and Sell plan to raise invoices and take payments. If you don't see these options, then you will be on our Schedule plan. Check out our How to change your Timely plan guide for more information on upgrading.

  1. Click Raise sale from the appointment, this will load the sale with the appointment items included. The location, customer, staff member and the default prices will be loaded, but you can change these as required. 

  2. You can use the buttons on the sale to add Products, Services, Other appointments or Packages. Make sure to assign staff member's to each item, so that your staff performance is correctly recorded: 

  3. Click Save when you're ready to raise the sale. You can then apply a payment by clicking one of the payment types on the screen. You can choose to apply a partial payment by updating the Enter amount field and backdate the payment to another date: 

  4. Once the payment has been applied, you are given the option to View, Print or Email a copy of the receipt. You'll also be prompted to Book next appointment for the client: 

Want to find out more? Check out the following guides to learn more about processing sales in Timely:


4

Getting around the Timely account

There are a whole host of features and functions in Timely to help you to manage your working day. We've identified some that will be handy for you to know.

Note: You may find that you don't have access to some of these features, or areas in the account. Permissions can only be granted/updated by the account holder, so make sure to ask them directly, if appropriate.

Customer records

To check out a customer's record and view their full appointment history, contact details and notes, head to the Customers tab in the main menu: 

Customer messages

To view any SMS or email messages sent to customers, you can click on Messages in the main menu.

That will allow you to view either Sent messages or SMS replies (Customer email replies will be sent to the business owner directly):

Manage account

In the top-right corner you'll see some icons; a bell, person and a question mark:

From these options you'll be able to view any important notifications, log out of your account, or get help with using Timely.

Download the iOS app

To take your work/life balance to the next level, you can download the Timely iOS app.

This allows you to view your calendar, make and edit bookings, view client records and messages and process payments on the go.

You can find us on the Apple App Store here:  https://itunes.apple.com/app/timely-smart-booking-software/id993500668?&mt=8

Want to find out more? Check out the following guides to learn more about Timely:

Still need help? Get in touch with the Support Team Get in touch with the Support Team