Reduce admin

Once you’ve completed this section, you’ll have set up Timely to help you stay on top of your day, keep your business organised and spend less time on everyday admin.

⏱️ Approximately 8 - 24 minutes

Cash management 

Let Timely take some of the work out of managing your day-to-day finances, while keeping your records accurate.

Check out bookings 

⏱️ Less than 1 minute per appointment

Checking out your clients after every appointment is super important. By doing this in Timely, you’re keeping accurate client records, building accurate reporting for your business and keeping your sales records up to date. 

Need more help? Try our step-by-step guide. 

Cash up at the end of the day

⏱️ About 4 minutes

Make your end of day process a breeze. Our cash management feature keeps track of all of your transactions during the day so you can spot any missing payments or errors before walking out the door. 

Need more help? Try our step-by-step guide.

Connect Timely to Xero

⏱️ About 2 minutes

Stop double handling your invoices between Timely and Xero. Connect the two so your accounting records stay up to date automatically. 

Need more help? Try our step-by-step guide. 

Make managing your team easier

You don't need to manage everything yourself. Give your team and the people who support your business the access they need to help.

Give your team access to the account

⏱️ About 6 minutes

Give team members access to Timely without giving everyone access to everything. Choose what each person can see and do based on their role. 

Need more help? Try our step-by-step guide.

Add administrative staff

⏱️ About 2 minutes

No more emailing information back and forth with your accountant, bookkeeper or receptionist. Give them their own Timely access so they can find what they need without relying on you.

Need more help? Try our step-by-step guide. 

Set up your roster

⏱️ About 2 minutes

If a team member takes leave, you can make quick, non-permanent bulk changes to your team’s working hours. 

Need more help? Try our step-by-step guide. 

Add closed dates

⏱️ About 1 minute

Public holiday or taking some well-earned leave? Add closed dates so clients can't book while you're away — no awkward phone calls or accidental days at work. 

Need more help? Try our step-by-step guide. 
 

Stay on top of your day

Set Timely up around the way you work, so the information you need is easy to see and your team knows what's happening.

Set up team notifications

⏱️ About 1 minute

Keep your team in the loop with automatic notifications about their appointments, so you don't have to pass every update on yourself. 

Need more help? Try our step-by-step guide. 

Customise your calendar

⏱️ About 3 minutes

Choose what you see on your Timely calendar and how it's displayed, so it's easier to see what's happening at a glance. 

Need more help? Try our step-by-step guide. 

Timely tip:

Add colours to your services, service groups and different team members to make your calendar easier to read at a glance — and a little nicer to look at too.

Customise your appointment statuses

⏱️ About 2 minutes

Timely comes with booking statuses ready to use. Customise them to match the way your business runs, so you and your team can see what's happening with each appointment at a glance.

Need more help? Try our step-by-step guide. 

Set your online booking policies

Decide how and when clients can book with you and make your policies clear upfront, so Timely can help manage expectations without you having to explain the rules every time.

Booking policy

⏱️ About 1 minute

Don't get blindsided by a last-minute booking. Choose how much notice clients need to give and how far in advance they can book, so your calendar works around you.

Need more help? Try our step-by-step guide. 

Changes policy

⏱️ About 1 minute

Protect your time from last-minute changes and awkward gaps by choosing how close to an appointment clients can reschedule or cancel online. 

Need more help? Try our step-by-step guide. 

Know what's working

You don't need to rely on gut feel. Timely brings your business data together so you can see what's working, find opportunities and make more informed decisions.

Explore your business performance reports

⏱️ About 3 minutes

See how your business is performing across areas like sales, clients, appointments and team members, so you can understand what's driving your results.

Need more help? Try our step-by-step guide. 

Connect Google Analytics

⏱️ About 2 minutes

Understand what happens when clients book online. Google Analytics shows where clients come from and how they move through your booking flow, helping you spot where they drop off and opportunities to improve. 

Need more help? Try our step-by-step guide. 

Stay on top of stock and resources

Keep track of the products and resources your services rely on, so you have what you need when your next client arrives.

Add professional stock

⏱️ About 1 minute per item

Add the professional products you use on clients and set stock alerts, so you know when it's time to reorder.

Need more help? Try our step-by-step guide.

Set up resources

⏱️ About 1 minute per item

Two people booked in for a float tank but you only have one? Set up resources in Timely so you can avoid awkward situations like this. 

Need more help? Try our step-by-step guide. 

Add your suppliers

⏱️ About 1 minute per supplier

Make stock ordering easier for you and your team by connecting supplier details to the products you order. 

Need more help? Try our step-by-step guide.

Create stock orders

⏱️ About 3 minutes

See what you have on hand and create stock orders directly in Timely, ready to send to your supplier. 

Need more help? Try our step-by-step guide.

Use the Timely Stock app

⏱️ About 1 minute

Forget running back and forth between your retail shelves and backbar trying to remember what's left. Update stock from the Timely Stock app so you have an accurate view of what you have on hand. 

Learn about the Timely Stock app