Skip to main content
Timely Help Centre home page
Share Feedback gettimely.com
  • Share Feedback
  • gettimely.com
Articles in this section
  1. Timely
  2. Client management

Client management

Client messaging

  • General message settings
  • Email messaging
  • SMS messaging
  • See all sections...
  • How to send a message to clients from your calendar
  • How to send a message from the client record
  • How to send one-off messages to clients
  • How to set up rebooking reminders
  • How to send follow up messages
  • How to send a message to clients from the Timely iOS app
See all 15 articles

Client consultation forms

  • Tips for personalising your consultation from in Consult
  • How to build a consultation form using Timely templates
  • How to view a submitted consultation form
  • How to download the Timely Consult app
  • How to delete your automated consult form rules
  • How to edit your automated Consult form rules
See all 19 articles

Client details

  • Client login
  • See all sections...
  • How to add client booking notes to an appointment
  • How to add a new client record
  • Introduction: Blocking clients
  • How to restore a deleted client
  • How to edit customer records
  • How to manage client documents
See all 16 articles

Can't find what you're looking for?

Let us know how we can help, and our support team will get back to you as quickly as possible.

Contact support

© Timely Ltd 2026