Timely login5/1/2023 ![]() Getting around the Timely account There are a whole host of features and functions in Timely to help you to manage your working day. Want to find out more? Check out the following guides to learn more about processing sales in Timely: Once you click Close you will see that the booking has now changed to white with a tick to show that it is completed and an invoice with a tick to show it has been paid in full.You'll also be prompted to Book next appointment for the client: Once the payment has been applied, you are given the option to View, Email or Print a copy of the receipt.You can choose to apply a partial payment by updating the Enter amount field and backdate the payment to another date: You can then apply a payment by clicking one of the payment types on the screen. Click Checkout when you're ready to raise the sale.Make sure to assign staff member's to each item, so that your staff performance is correctly recorded: You can use the buttons on the sale to add Products, Services, Other appointments or Packages.The location, customer, staff member and the default prices will be loaded, but you can change these as required. Click Checkout from the appointment, this will load the sale with the appointment items included.You can add retail products, additional services or a client's other appointments to the invoice. Raising a sale and applying a payment When it's time to process the sale for a customer, you can raise a sale directly from the appointment. How to add appointments to the calendar.Want to find out more? Check out the following guides to learn more about making appointments in Timely: You can make any changes to the booking, as needed. We'll record the booking in the calendar and make a note of when you added it. You can then add other important information to the appointment, like the customers' Address and any booking Notes in the tabs provided:Ĭlick Save when you're done to create the appointment.To add more than one service to the appointment, use the A dd Another Service Button to add another service line. ![]() You can then add services to the appointment using the S elect a Service field.You can search for a customer based on their first and last name, as well as their email address or SMS number: Start typing in any of the Customer fields, you can select an existing customer by clicking on their name in the list, or add a new customer to the appointment.Or, click the booking icon from anywhere in the account and click on a free time in the calendar:. ![]()
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