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How to use custom Client Login links and buttons

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In this guide, you will learn how to use custom Client Login links and buttons. Helping clients access relevant sections of your website will mean they can find important information, and book their appointments seamlessly. 
 

 

Timely note: the Client Login feature lets your clients sign in before making bookings, check future appointments, or view historic ones. Once activated, it helps keep client information all in one place while giving your clients a smoother, and more secure experience. For more information on getting started with client login, see our help guide How to enable and setup the client login feature.

 

 

How to locate your custom links

Before you can direct your clients - you will need to find your unique login links. To do this:

 

1 Head to setup from the main menu in your Timely account dashboard, and click on online booking.

 

2 At the top of the page, you will see three web links, one for online booking, and two for Client Login. Pick which link you would like to use, you can either direct clients to their appointments, or to their personal details.

 

3 Click copy to copy the URL. You do not need to have online booking enabled to use these links, any Timely customer can share these links with their clients and benefit from Client Login features.

 

 

How to add links into client messages

Client messages are a great place to add a client login link. To do this:

 

1 Head to setup from the main menu in your Timely account dashboard, and click on client messages.

 

2 Choose which message you'd like to add the URL to and click edit or click add a new message to create a brand new client message

 

3 Update your message to include your Client Login link. You may find that your Client Login URLs are too long to comfortably sit in a client message. The good news is that you can shorten your URL by using a service such as Bitly or TinyURL.

 

 

How to add a custom button

Custom website buttons are a great way to help visitors to your site find their information in Client Login. For example, you might want to add a button to your site that says my appointments so that your regulars can easily check on upcoming appointments and quickly rebook old ones. To add a custom button, all you need to do is link the button to the relevant Client Login URL.

 

 

How to shorten your URL

You may find that your Client Login URLs are too long to comfortably sit in a client message. The good news is that you can shorten your URL by using a service such as Bitly or TinyURL!

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