Tour / Feature List
The big list of Timely’s features
Appointments, reminders, resources, invoicing, reports – all the features you need to run a successful business.
Calendar
- Appointments, breaks and busy times
- Drag and drop calendar events
- Daily, weekly and monthly views
- All staff, all rostered staff or one staff member views
- Location views
- View calendar filtered by resources
- "Reschedule" and "Book next" options for easy appointment management
- Calendar shading to show hours worked by staff
- Different coloured events for different services
- Recurring appointments and busy times
- Multi-service appointments: add multiple services to one appointment record (no need for duplicate appointments)
- Pencilled-in appointments
- Indicators for appointments including "Completed", "Did not show", VIP customers, contra/alerts, notes, invoices/sales, resources
- Print calendar to staff day sheet report
- Jump calendar dates by day, week, month or year
- Edit staff working hours right from the calendar
- Appointments can be linked to an address for "on-site" visits
- Send emails and SMS directly to customers from the calendar
- Two-way integration with Google Calendar
- One-way integration with Microsoft Outlook, Apple iCal or any calendaring program
- Customise your calendar - choose slot intervals, default start time, default view, default first day of the week
- Keyboard shortcuts for quick calendar navigation
- Cancel bookings and specify the reason for cancellation
- Keyboard shortcut to blur customer names and prices on the calendar
- Sidebar to search customers and view a summary of customer's details without leaving the calendar
- Sidebar also shows your upcoming appointments for a quick overview of what's coming up
Online bookings
- Customers can book directly into your calendar using a universal booking button
- Configure staff, services and times that are available for customers to book online
- Choose whether to accept bookings instantly or accept/decline them as they come in
- Track conversions by integrating with Google Analytics
- Mobile optimised - works on any smart phone
- Set up your own cancellation policy / terms and conditions for customers booking online
- Choose what contact details to collect
- Accept online payment of bookings
- Allow customers to apply Timely issued gift vouchers to payment
- Set policies for online bookings including lead time and advance booking period
- Set up questions to ask customers
- Allow customers to change or cancel their booking online
- Set up your own content to appear in the online booking process
Sales
- Create sales for appointments from the calendar (multiple appointments supported)
- Set up invoice templates, taxes and payment types
- Sell retail products
- Sell gift vouchers
- Sell packages
- Sell credit
- Sell walk-in services
- Apply discounts to sales (line items, or invoice total)
- Apply credit to sales
- Apply Timely issued gift vouchers to sales
- Print invoices to PDF
- Print receipts to thermal receipt printers
- Create a single invoice for multiple customers
- Search invoices by date range or customer
- Add notes and/or reference when creating invoices
- Apply one or more payments to invoices
- Print a list of customers with unpaid invoices
- Assign staff members to invoices for commission tracking
Online Payments
- Accept online payment for bookings using an online payment gateway
- Email customers an invoice with a link to make online payment
- Set up full payment, part payment or deferred payment policies
- Customise payment policies by service being booked
- Works with PayPal, Authorize.Net, Stripe and others
Customer management
- Fully searchable database of customers - search by name, contact details, etc
- View a summary of appointments, sales, notes and messaging history for any customer
- Flag VIP's or repeat "no show" customers
- Record gender, date-of-birth, timezone, referral source and occupation
- Merge customer function
- Send an email marketing campaign by customer segment
- Import customers using CSV file
- Send an email or SMS to customers without leaving Timely
- Set up email and SMS notification and reminder rules for individual customers
- Manage email marketing opt-in
- Upload photos of customers
- Print a report of appointments, notes or a transaction statement by customer
- Record notes against customers
Promotion
- Get a free mini-website and link it to your own domain name
- Embed a booking widget/calendar directly into your website
- Facebook integration - customers can book an appointment straight from your Facebook page
- Get your customers coming back with rebooking reminders
- Send email marketing campaigns with MailChimp
- Send SMS marketing campaigns
- Upload your business logo and branding
- Sell gift vouchers online with 'Buy Gift Voucher' button and widget
Reminders and notifications
- Automated SMS and email reminders to customers and staff
- Notify customers and staff of new bookings, or cancellations and changes to existing bookings
- Two-way confirmation feature for customers - text "Y" to confirm
- Send rebooking reminders to customers who haven't been in for a while
- Follow-up your appointments with automated messages
- Set up reminder and notification rules for individual customers
- Get notified when a customer books online
- Customise SMS messages using templates
- View a log of all emails and SMS sent and received
- Easily reply to two-way messages
Managing services, packages and products
- Create unlimited services
- Create unlimited products
- Create unlimited service groups
- Create unlimited packages to sell services in bulk to customers
- Categorise and order services and service groups
- Assign costs and tax rates to services, packages and products
- Assign SKU codes to products
- Set up padding time for services that require pre- or post- preparation
- Set up processing time for services that require waiting times post-service -- works great with service groups
Managing staff, resources and locations
- Create unlimited staff
- Create unlimited administrators
- Create unlimited locations
- Create unlimited resources
- Assign staff to locations
- Assign staff to services
- Assign resources to locations
- Assign resources to services
- Roster staff holidays, annual leave, etc
- Automated daily email of appointments to staff
- Upload photos of your staff
- Add a bio, nickname and job title
- Sync staff calendars to their Google Calendar, or other calendar program
- Give each staff member or administrator their own login
- Customise staff access to Timely per individual login
- Archive staff that are no longer employed
- Send staff email/SMS notifications and reminders of bookings
- Set up fixed or "mobile" locations (i.e. vehicles for on-site visits)
- Add a Provider Number for staff to display on invoices
Connect to add-ons
- Integrate with Xero to sync invoices and customers
- Integrate with Google Calendar for two-way calendar sync
- Integrate with MailChimp for advanced customer segmentation and email campaigns
- Integrate with Vend for the ultimate point-of-sale
- Integrate with MYOB to sync invoices and customers
- Integrate with QuickBooks to sync invoices and customers
- Integrate with Google Contacts to sync your Timely customers
- Integrate with dozens of payment gateways including PayPal, Stripe, Authorize.net and more
- Add Timely to your website with our plug-ins for Squarespace, Wordpress and Wix
Dashboards and reporting
- Business dashboard to see how your business is tracking with transactions, appointment bookings, customer retention and more
- Staff performance dashboard to see service sales, product sales, rebooking rate and more
- Activity dashboard to see what's coming up for the day and what bookings have been made recently
- Business performance reports - summary of bookings including rebooking rate, time between bookings, future value and more
- Financial reports - sales by service, staff and product
- Appointment reports - day sheets, appointments by status and more
- Staff reports - rostering, utilisation, services booked and more
- Customer reports - segment customers, birthdays, date since last booking, duplicate customers and more
Works on any device, anywhere
- Access your bookings anywhere - work, home or on-the-go
- No special hardware to install - works on any web browser
- Mobile app version that works from your Android phone or Windows phone
- Native app built for iPhone and iPad devices
- Customers can book and pay from their smartphones too
Additional configuration
- Set up your own cancellation reasons
- Create your own appointment statuses
- Choose the currency, country and timezone you operate in
Security and updates
- Secure, private and backed-up
- High availability
- Encrypted using bank technology
- PCI compliant
- We are always adding new features and making improvements to Timely!