Managing Client Login
Enabling Client Login - We will turn on Client Login for our Beta customers
You can enable Client Login from the Online Booking section of the Timely Setup. Tick the box next to Client Login to turn on Client Login.
Please note if you have multiple clients associated with the same SMS number the most recent client profile will be surfaced when this email is used to login. We'll warn you of any duplicates when you turn on Client Login. You may want to review these duplicates to make sure your clients can view all of their appointments when they login.
Cancellations and changes
Client Login will use your existing cancelation and change policy that you have set for Online Booking. You can review your cancelation and changes settings in the Online Booking section of Timely setup. You are able to enable or disable changes and cancellations, as well as set a cutoff time preventing changes to appointments within a set timeframe.
If you have set a custom colour for your Online Booking, we'll use the same colour for your Client Login. This way your business' brand is carried through at every point that your clients are interacting with you.
Client Login allows your clients to quickly rebook previous appointments. Just like cancellations and changes, we'll follow your settings and only allow services to be rebooked if they are permitted to be booked online.
Client SMS Numbers
Because Client Login uses codes sent via SMS, it's really important that you save unique numbers against your clients. If you make an appointment for a client who doesn't have an SMS number saved against them you will be prompted to add one. This is optional but remember that if no SMS number is added this Client won't be able to log in to view their information.
When Client Login is live you will also be prevented from creating a new Client Profile if the SMS number is already in use by another client. You can use your Duplicate Client report to identify any existing SMS duplicates. If you have a legitimate reason to have multiple clients with the same SMS number, such as a parent making appointments for their child we recommend you use the Phone Number field for the child's account.