Category: How To

How to create a client group

  1. Log in to your Tymli.com account.
  2. On the Dashboard, click Clients. (About Client Groups)
    Clients button on Dashboard
  3. Click Create a Group.
  4. Enter a Group Name.
  5. Click the drop-down arrow and click a client name to add it to the group. Repeat this step to add each client. If you accidentally add the wrong client or add a client twice, double-click the client name in the Clients box to remove it.
  6. Click Save.
  7. The client group now appears in the Client drop-down menu when you create a service.

How to invite clients to use Tymli.com

  1. Log in to your Tymli.com  account.
  2. On the Dashboard, click Clients. (About Clients)
  3. Click Invite Your Clients.
  4. Enter one or more email addresses. If you are entering more than one address, use a comma to separate the addresses. Do not use a space after the comma. For example: jane@emailaddress.com,john@emailaddress.com,anne@emailaddress.com,tom@emailaddress.com.
  5. Click Finish.
  6. If the clients already have a Tymli.com account, they now appear in your Clients list. Clients who do not have Tymli.com accounts appear in your Clients list after they accept your invitation and create their accounts.

How to remove a service permanently

You can remove a service permanently by deleting it from your Services list. Removing a service does not cancel pending or scheduled bookings for that service, but it does remove it from the list so clients cannot request appointments for that service after you remove it.

  1. Log in to your Tymli.com account.
  2. On the Dashboard, click Services. (About Services)
  3. Find the service in the Services list and click the delete icon.
  4. When prompted, click OK to remove the service or click Cancel to keep the service without removing it.

How to create services

  1. Log in to your Tymli.com account.
  2. On the Dashboard, click Services. (About Services)
  3. Click Create Service.
  4. Enter a descriptive Service Name, such as 60-Minute Massage or Follow-Up Appointment. Clients see the Service Name when they request an appointment.
  5. Optional: To limit the service to a certain client or group of clients, select the client or group name from the Client drop-down menu. To make the service available to all, select All Clients.
  6. Enter the Service Cost. You can enter a whole number or use decimals. Do not include the dollar sign. For example, if the service cost is $60.00, you can enter 60 or 60.00. If the service cost is $9.99, enter 9.99.
  7. Optional: To require clients to make a deposit or to pay for the appointment up front, select Prepayment Required. You can then enter a Prepayment Amount. Clients must pay this amount to complete their appointment request.
  8. Optional: If this service is a group service, such as a class or workshop, select Class. You can then define the class size by entering a number in the Max Attendees box.
  9. Optional: To create this service but not make it available yet, select Hidden. When you are ready to accept appointment requests for this service, you can clear the Hidden check box and make the service available for booking.
  10. Click Save.

How to set custom office hours

  1. Log in to your Tymli.com account.
  2. On the Dashboard, click Office Hours. (About Default and Custom Office Hours)
    Office Hours button on Dashboard
  3. If you have multiple employee calendars, select the employee from the Choose Employee drop-down menu.
  4. Under Custom Office Hours, click Change.
  5. Enter a Title for this schedule.
  6. In the Open menu, select No if you are not taking appointments that day. Select Yes if you are accepting appointments on a custom schedule.
  7. Enter the Date or click the calendar icon to click the date in the calendar.
  8. Enter the Start Time and the End Time of the custom schedule. The Start Time is the first appointment time of the day. The End Time is the last appointment time of the day.
  9. Enter any Notes about the day.
  10. Click Save.

How to set default office hours

  1. Log in to your Tymli.com account.
  2. On the Dashboard, click Office Hours. (About Default and Custom Office Hours)
  3. If you have multiple employee calendars, select the employee from the Choose Employee drop-down menu.
  4. Under Your Default Office Hours, click Change.
  5. Click the drop-down menus to select the earliest appointment time (From) and the latest appointment time (To) for each day. To make a day unavailable for appointments, go to the Open column and select No from the drop-down menu.
  6. Click Save.

How to sign up for Tymli.com as a service provider

  1. Go to Booka.me and click Get Started.
  2. Under Business Account, click Continue.
  3. Enter your business contact information. All boxes except for Address 2 are required.
  4. Select your Business Type by clicking the box to expand the list. Click a business type to select it. To select multiple business types, click the box again and click another business type. Every business type you select displays in the box below the list. To remove a business type, double-click it.
  5. If you do not see your business type, select Add New Type. A new field appears. Enter the new business type into the new field and click Add. Tymli.com  reviews all business types. If Tymli.com approves the new type, your business automatically appears in the new category without further action from you.
  6. Enter your administrative contact information. The email address and password you enter here are the email address and password you will use to access your account. All boxes are required.
  7. Enter the Captcha code into the box. This proves that you are a human and helps us keep Booka.me free of spam.
  8. Click Terms of Use to read the Booka.me terms of use if you have not already read it.
  9. Select the I agree with Tymli.com check box to accept the terms of use.
  10. Click Continue.
  11. Check your email address for a confirmation message from Tymli.com. When you receive the message, click the confirmation link to complete the registration process.

What to do next:

  • Set your office hours. Office hours are the hours that are available for clients to make appointments through Tymli.com. They do not have to be the same as your actual business hours. For example, if your business hours are 8:00 a.m. to 5:00 p.m. but you have a weekly staff meeting on Wednesday mornings, you can limit your Wednesday office hours to 1:00 p.m. to 5:00 p.m.
  • Invite clients and create client groups. Clients include people who already use your services and new clients.
  • Create the services or appointment types that your clients can book. For example, “Initial Appointment” or “Haircut.”
  • Add employees to your account. Employees can log in and manage the business calendar, client list, appointments, and other settings. You must have Tymli.com Premium account to add employees.

How to take group appointments or sign-ups, such as for a class or workshop

You can use Tymli.com to manage group appointments. For example, you might offer a class with a maximum of 20 students. Tymli.com accepts appointments until the maximum number of participants is reached.

To take group appointments or sign-ups

  1. Log in to your business account on Booka.me.
  2. In the Dashboard, click Services.
    tymliServices
  3. Click Create Service.
  4. When you complete the information about the class, select the Class check box and enter the maximum number of participants.
  5. Click Save.

How to turn your one time “Coupon” customer into a repeat client

Once you’ve signed up for a Tymli.com account, you can direct your coupon customers to your businesses site on Tymli.com (every paid subscription gets one  for example:  www.tymli.com/thealtaspa )  you can do this by sending out emails or requesting all your new coupon users to visit your Tymli.com site to book the coupon appointment with you.

When the customer clicks on an available time to book an appointment, the pop-up “schedule appointment” box will display a drop down option that let’s them select the coupon site they came from and input the coupon number.  This info will get emailed to you as part of the appointment confirmation email.  The new customers email address and information will  be added to your “clients” list on Tymli.com automatically.    Now you’ve accomplished two things by simply directing the new customer to your Tymli.com site.  1) your tracking coupons 2) you now have your new clients information.  From now on, you can send your client your own FREE coupons, marketing material, reminder cards, etc. thought the “clients” interface on Tymli.com

You now have a potential repeat client instead of a one time coupon customer.

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