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Check out our Help Guides below, to see important areas of your Timely account, that you can manage, when using the Client Login feature, within your business.
Client Login Information
Turning on and setting up Client Login
Using custom Client Login links and buttons
What do clients see when they login?
Save 'Client Login' to your client's phone like an app!
Client Management
Because Client Login uses codes sent via SMS, it's really important that you save unique numbers against your clients. If you make an appointment for a client who doesn't have an SMS number saved against them you will be prompted to add one. This is optional but remember that if no SMS number is added this Client won't be able to log in to view their information.
For clients that have the same SMS number, you can use your Duplicate Client report to identify any existing SMS duplicates. If you have a legitimate reason to have multiple clients with the same SMS number, such as a parent making appointments for their child we recommend you use the Phone Number field for the child's account.
How to merge duplicate customers
Customise your email confirmation and reminder messages
Booking Management
Client Login allows your clients to quickly rebook previous appointments. Just like cancellations and changes, we'll follow your settings and only allow services to be rebooked if they are permitted to be booked online.
How to set the cancellation and online booking policies
How to allow customers to change or cancel their appointments online
How to reduce the risks of receiving fraudulent transactions online