This guide has everything you need to get set up with Timely, in simple, manageable steps.
Get Timely working for your business, one step at a time. Start with the basics, then work through the rest at your own pace. Each section is broken into smaller tasks with links that take you straight to the right place within your account, so you can complete each step with ease.
Here’s what we’ll cover:
- The basics – get ready to open your online bookings and start bringing in clients
- Get booked and get found – help clients find you and book online, 24/7
- Getting paid – make it easy to get paid and protect your time and revenue
- Client experience – create a professional client experience from booking through to aftercare
- Make more money – get more from your time & calendar with tools that help you grow revenue
- Reduce admin – set up Timely around the way you work & spend less time on day-to-day admin
Ready? Start with the basics. If you get stuck along the way, just reach out to our friendly Support team!
The basics
⏱️ Approximately 10 minutes
Once the basics are completed, you’re ready to launch online bookings and start bringing in clients.
Your business details
⏱️ About 1 minute
Add basic information about you and your business into your Timely account. This detail will be used in your invoices, booking page and mini-website.
⏱️ About 1 minute
Add your business location so your clients can find you in person and online. Your location is used for online bookings, showing up in Google searches and showing your address in your appointment reminders.
Need more help? Try our step-by-step guide.
Team details
⏱️ About 3 minutes per team member
Add everyone who takes bookings — including yourself if you see clients — so clients can book with the right person online.
Need more help? Try our step-by-step guide.
⏱️ About 1 minute per team member
Take control of when your clients can book online with you or your team. Set the standard individual working hours that you or your team work.
Need more help? Try our step-by-step guide.
Give team members access to your account
⏱️ About 5 minutes per team member
Stay in control of the information you share. Whether it is a team member, bookkeeper or administrator, set permission rules on what they can see and do.
Need more help? Try our step-by-step guide.
Services
⏱️ Contact us
Skip the extra legwork. We have a team of dedicated Timely experts that can bring your data across from other booking software, a spreadsheet or even a MailChimp list. That includes client and contact details, service information, customer notes, and so much more. P.s Find out how to request an import here.
⏱️ About 3 minutes per service
Add the services you offer with clear descriptions so clients can easily find and book straight away. Need inspiration? download our free resource: How to write services your clients can't wait to book!
Need more help? Try this step-by-step guide.
Timely Tip: some services may need extra time built in. Add processing time at the end of a service when you're free to see another client while a treatment develops, or padding time when you need time to prepare or clean up that other clients can’t book.
⏱️ About 2 minutes per service group
Group services that are frequently booked together into a single easy to manage service. For example, if you have a hair colouring service that always has a cut and blow dry attached – make it a service group.
Need more help? Try our step-by-step guide.
Check out bookings
⏱️ About 1 minute per appointment
Checking out your clients in Timely after every appointment is very important for accurate reporting. It’ll help you keep accurate client records, build accurate business reporting and keep your sales records up to date.
Need more help? Try our step-by-step guide.
Good news - your appointment reminders are already set up
⏱️ 0 minutes
Stay connected with your clients, from the time they book in with you, up until their appointment time. There are four automated appointment reminders already set up for you to reduce last minute cancellations and no shows: check them out.
Timely Tip: Want to deliver an amazing client experience? See how Timely can help.
Congratulations, you're ready to start taking bookings! 🎉
- The basics (you are here)📍
- Up Next: Get booked and get found;
- Getting paid;
- Client experience;
- Make more money;
- Reduce admin