Summarized below are the main options and default settings for your Reservation system. We recommend you customize these features to suit your individual requirements. When reviewing your Reservation system you can access all features by moving your cursor over the SETUP tab(subscribers only) and selecting from the necessary sub-menu tabs on the navigation bar. Setup sub-menus include:
Manage your Account(s)
[ Account Information ]
Account Identification And Naming
System Name for Account
Location for Reservations
Contact Information For Customers
Account Entity Setup
Account Access Code Setup
Customer Number Control Setup
[ Contact Information Display Options ]
Account Contact Information
Profile Contact Information
[ Hours Of Business ]
Days available for Reservations
Times available for Reservations
[Session Setup Information]
Naming Time Slots
Limit the number of Reservations made per customer
Time intervals for your Reservations
Cancellation Policy
Days In Advance Policy
[Welcome Page And Pop up Messages]
Arrive In Advance Message For Welcome Page
Custom Message For Welcome Page
Optional Links Used To Display Pop up Windows From A Welcome Page
[Reminder Message]
Custom Reminder Message
[Promotion Message]
Promotion Message Setup
[Other Options]
Activating/Inactivating An Account
Manage your Appointments or Reservations
Reservation Schedule Inquiry And Reporting
Send out reminder email 1, 2 or 3 days in advance of Reservations
Manage your Customer(s)
Customer Access Code, Identification And Security
Customer Name And Address
Customer Contact Information
Activating/Inactivating A Customer
Manage your Profile(s)
[ Profile System Information ]
Profile Security
Profile Identification And Application Name
Login label and password label naming.
Resource, service and subservice naming
[Profile Outlook Information]
Outlook Addresses
[Profile Contact And Office Information]
Company Name for Accounts
Contact Information For Accounts
Office Address
[Profile Banner Setup]
Custom Banners
Activating/Inactivating A Profile
Manage your Resource(s)
Resource Identification And Naming
Resource Start And End Dates
Resource Days Available
Resource Times Unavailable
Range Of Days Unavailable
Book Off Days
Activating/Inactivating A Resource
Manage your Service(s)
Service Identification And Naming
Service(s) Summary Setup
Manage your Sub Service(s)
Sub Service Identification And Naming
Account Identification And Naming (Accounts Tab)
Account identification and naming. See "Account Id:" and "Account Name:".
Default Setting: spaces.
Enter a unique account identification code (maximum of 4 numeric or character values) and the account name for the account id (maximum of 50 characters).
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System Name for Account (Accounts Tab)
System name for a specific account.
Use this option to display the system name for your
customers. This name will appear to customers/visitors of your
Reservation system when they register, log in and are presented with the welcome page or are sent email confirmation of their registration, selection of an appointment time or cancellation of an appointment. See "System Name:".
Default Setting: Spaces
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Location for Reservations (Accounts Tab)
Location for Reservations for a specific account.
Use this option to display a location address for Reservations to your
customers. Details entered will appear to customers/visitors of your
Reservation system when they log in and are presented with the welcome page.
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Contact Information For Customers Associated With An Account (Accounts Tab)
Phone number and email address customers can reach you at. See "Information Phone Number:" and "Information Email Address:"
Default Setting: spaces.
Enter the phone number and email address customers can reach you at.
This information will appear on the welcome page.
Note: Each account can have a unique contact email address and phone number.
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Account Entity Setup (Accounts Tab)
Timetaggers provides you with the flexibility to describe your accounts in accordance with your business. See "Account Entity:"
Default Setting for Account Entity: Customers
Enter an Account Entity that best describes the customers your system is intended for.
This information will appear on the welcome page.
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Account Access Code Setup (Accounts Tab)
Timetaggers requires each account have a unique access code, should you allow customers to register with your system. See "Account Access Code:"
Default Setting for Account Entity: spaces
Enter a unique Account Access code. for.
This information is to be distributed by the subscriber should they want customers to register prior to requesting a time slot.
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Customer Number Control Setup (Accounts Tab)
If you have a system for identifying your customers using a customer number, enter the next customer number to be added when a new customer registers with your system. In addition, enter the new customer number increment number that will be added to the next number assigned. See "Starting Customer Number:" and "Customer Increment:"
Default Setting for Starting Customer Number: spaces
Default Setting for Customer Increment: spaces
This information is for internal purposes only.
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Days available for Reservations (Accounts Tab)
Start Day and End Day for account.See "Start Day:" and "End Day:".
Default Setting: Monday and Friday.
Select the start day and end day for which you will be available.
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Times available for Reservations (Accounts Tab)
Start Time and Finish times for all available days.See "Start Time:" and "End Time:"
Default Setting: 9:00 to 17:00.
Select your start and end time for all available days.
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Account Entity And Access Codes (Accounts Tab)
Timetaggers provides you with the flexibility to describe your accounts in accordance with your business. In addition, you can describe the name of the time slot your customers will see when they login to your system. See "Name of Time Slot:" and "Account Entity:"
Default Setting for Name of Time Slot: appointment
Default Setting for Account Entity: Customers
Enter the Name of the Time Slot (for example, appointment, reservation, photo sessions)
and Account Entity that best describes the customers your system is intended for.
This information will appear on the welcome page.
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Account Contact Information (Accounts Tab)
Display Account Contact Information
Default Setting: checked
When checked the account information will be displayed on the ContactUs web page.
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Profile Contact Information (Accounts Tab)
Display Profile Contact Information
Default Setting: checked
When checked the profile contact information will be displayed on the ContactUs web page.
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Naming Time Slots (Accounts Tab)
Timetaggers provides you with the flexibility to describe the time slot your customers will see when they login to your system. See "Name of Time Slot:"
Default Setting for Name of Time Slot: appointment
Enter the Name of the Time Slot (for example, tee time, reservation, photo session) your business and customers customers are familiar with.
This information will appear on the welcome page and several other areas for both the customer and you as administrator.
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Limit the number of Reservations made per customer (Accounts Tab)
Maximum number of outstanding reservations a customer can have. See "Max No Of Slots Allowed"
Default Setting: 1.
To prevent misuse of your Reservation system you can restrict the number of outstanding
Reservations a customer can make each time they login to your Reservation system.
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Time
intervals for your Reservations (Accounts Tab)
A) Setup duration of each session. See "Session Duration:" and "Duration Units:"
Default Setting: 15 minutes.
Use this option to set the session duration you require for each reservation.
B) Setup time customer should arrive in advance. See "Arrive In Advance:" and "Arrive In Advance Units:"
Default Setting: 10 minutes.
Use this option to advise the customer when to arrive in advance of their reservation.
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Cancellation Policy (Accounts Tab)
A subscriber can allow customers to cancel there own appointments within a pre-determined number of days. Optionally, they can setup their system to not allow the customer to cancel appointments.
To activate, the "Allow Customer To Cancel Slot:"must be checked. If checked, a number from 1 to 256 must be entered in the "Days Allowed To Cancel Slot: " This number will be the number days you allow customers to cancel appointments on their own without penalty.
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Days In Advance Policy (Accounts Tab)
A subscriber can limit customers to the number of days in advance they can reserve an appointment.
To activate, the "Maximum days in advance a customer can reserve a slot:"must contain a number from 1 to 256. Setting this option can help to assure calendars are better filled or used reflect the current policies of the organization. If this field is not used, all dates are available to all customers at any time.
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Custom Message For Welcome Page (Accounts Tab)
Timetaggers provides each subscriber with the option of providing a custom message on their welcome page for each account which helps to address several questions customers might have. In addition, the contents of this message allow for the use of html. If you need help with html please refer to our html tips or contact us and we can assist you with your welcome. Setup fees will apply.
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Optional Links Used To Display Pop up Windows From A Welcome Page (Accounts Tab)
Timetaggers provides each subscriber with the option of displaying several additional links from their welcome page by each account. These links enable the subscriber to publish their service and fee schedules, cancellation policies, accepted payment methods and additional contact information. Like the welcome page message, the messages associated with these optional links allow for the use of html. If you need help with html please refer to our html tips or contact us and we can assist you with customizing your links. Setup fees will apply. Top
Optional Links Available For Welcome Page And What They Do: (Accounts Tab)
Display Except Statutory Holidays
- If checked, will append the message " Except Statutory Holidays" on the welcome page after the days available.
Display Credit Card Logo
- If checked, will display a credit card animation for Visa And Master Card
Display Contact Information Link
- If checked, will display complete contact information to customers including your off site location (if applicable) and main office location with telephone and email addresses
Display Services And Fees Link
- If checked, will display a pop up window with the contents of the "Fees And Services" message area you have setup.
Display Payments Accepted Link
- If checked, will display a pop up window with the contents of the "Payments Accepted Message" you have setup.
Display Cancellation Policy Link
- If checked, will display a pop up window with the contents of the "Cancellation Policy" you have setup.
Custom Paragraph For Reminder Message (Accounts Tab)
Each subscriber has the option of providing custom paragraph for the reminder message for each account. This allows the subscriber to communicate "account specific" message within the standard reminder e-mail message.
Note: To activate, enter the custom message in the Custom Paragraph For Reminder Message area provided.
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Promotion Message Setup (Accounts Tab)
Each subscriber has the option of providing a different promotion message for each account. A promotion message will appear on several pages. Pages include the free homepage, the customer welcome page and the pages showing services, payments, cancellation policy and contacts.
Note: Setting up a promotion message is simple as 1-2-3.
1)Enter the promotion message in the Promotion message text area provided. (using html)
2)Select the start date and end date you which the promotion message to appear.
3)Click on the display promotion and click on SAVE CHANGES.
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Activating/Inactivating An Account (Accounts Tab)
Activating/Inactivating An Account. Each account can be activated or inactivated at any time. We recommend all accounts be completely setup before they are activated. This feature allows a subscriber to check the account setup completely prior to releasing to their customer base. The "Set Account To Active:" flag must be selected in order to activate the account.
Default Setting: Inactive
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Customer Access Code, Identification And Security (Customers Tab)
Customer Access Code, Identification And Security. See "Customer Code:", "Customer Password:" and "Customer Id:",
Default Setting: spaces.
Enter a unique customer identification code (maximum of 60 numeric or character values), a unique customer id (maximum of 60 numeric or character values)and a password code for the customer (maximum of 10 numeric or character values). The customer code and password are required when a customer attempts to login using the LOGIN form.
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Customer Name And Address (Customers Tab)
Customer Name And Address.
Contains the first, middle and last name along with the address, city, state and zip code for a customer that was entered either upon registration with your system or imported or added from your existing files.
See "First Name:", "Middle Name:", "Last Name:", "Address Line 1:", "Address Line 2:", "City:", "Province/State:", "Postal/Zip:".
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Customer Contact Information (Customers Tab)
Contains the customers email address and phone number they want to be reached at. See "Email address", "Customer Phone No:"
Default Setting: spaces.
Enter the email address and phone number for the customer.
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Activating/Inactivating An Customer (Customers Tab)
Activating/Inactivating An Customer. Each customer can be activated or inactivated at any time. The "Set Customer To Active:" flag must be de-selected in order to inactivate the customer.
Default Setting: Active
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Profile Security (Profiles Tab)
Profile Security. See "Login Code:" and "Password:".
Enter a unique login code (maximum of 10 numeric or character values)and a password code (maximum of 15 numeric or character values) for each unique profile id. The login code and password are required along with your system name when you login into the SUBSCRIBER SIGNIN form.
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Profile Identification And Application Name (Profiles Tab)
Profile Identification And Application Name. See "Profile Id:":and "Application Name:".
Enter a unique profile id code (maximum of 10 numeric or character values). Enter or modify the Application Name that you want your customers to see
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Login label and password label naming (Profiles Tab)
Timetaggers provides you with the flexibility to customize your accounts Login Label Name and Password Label Name in accordance with your business. See "Login Label Name:" and "Password Label Name:"
Default Setting for Login Label Name: spaces
Default Setting for Password Label Name: spaces
Enter the Login Label Name(for example,email address) and
Password Label Name.
This information will appear whenever a customers incorrectly logins into your system.
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Resource, service and subservice naming (Profiles Tab)
Timetaggers provides you with the flexibility to customize your Resource Label Name, Service Label Name and Service Label Name in accordance with your business.
Default Setting for Resource Label Name: spaces
Default Setting for Service Label Name: spaces
Default Setting for SubService Label Name: spaces
Enter the Resource Label Name(for example, photographer, camera, tanning bed),
Service Label Name and SubService Label Name (if required) that best describes the resources and services your system is intended for.
This information will several screens including the calendar selection screens.
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Outlook Addresses (Profiles Tab)
Outlook address to receive contact information and reservation made. See "Outlook Address", "Server Mail:" and "Mail Server(POP):"
Default Setting: spaces
Enter the outlook account information you want the contact and appointment information forwarded to
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Company Name for Accounts (Profiles Tab)
Company name for accounts assigned to your profile.
Use this option to display the company for your
customers. This name will appear to customers/visitors of your
Reservation system when they register, log in and are presented with the welcome page or are sent email confirmation of their registration, selection of an appointment time or cancellation of an appointment. See "Company Name:".
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Contact Information For Accounts (Profiles Tab)
Contact name, phone number and email address accounts can reach you at. See "Contact Name", "Contact Phone No:" and "Contact email Address:"
Default Setting: spaces.
Enter your contact name, the phone number and email address customers can reach you at.
This information will appear on the login screen if the customers enters the correct system name but incorrect email and/or password.
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Office Address (Profiles Tab)
Office location to be displayed when the display contact information link option is selected. See "Office Address1", "Office City:", "Office Province/State:"and "Office Postal Zip:"
Default Setting: spaces
Enter the address, city, province/state and postal/zip information you want displayed when the display contact information link option is selected
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Custom Banners (Profiles Tab)
Timetaggers provides each subscriber with the option of displaying their own custom banner for their customers. See "Use Own Banner Flag:" and "Banner Name/Location:"
Default Setting for Use Own Banner Flag: unchecked
Default Setting for Banner Name/Location: The URL pointing to the TimeTaggers Banner
If you do not have a URL containing your banner, and would like one created, email us and we can review your needs. If you would like to activate this option, just select Use Own BannerFlag: and Enter the full URL address that will point to your banner. The image must be in GIF format, 701 x 71 pixels, and
no more than 16kB in size.
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Activating/Inactivating A Profile (Profiles Tab)
Activating/Inactivating A Profile. Each profile can be activated or inactivated at any time. The "Set Profile To Active:" flag must be de-selected in order to inactivate the profile.
Default Setting: Active
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Resource Identification And Naming (Resources Tab)
Resource Identification And Naming. See "Resource Id:", and "Resource Name:".
Default Setting: spaces.
Enter a unique resource identification code (maximum of 10 numeric or character values), and the resource name you want to appear to you customers, on your reports and inquiry screens (maximum of 50 numeric or character values).
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Resource Start And End Dates (Resources Tab)
Resource Start And End Dates.
Default Setting: spaces.
Enter the start day and end day the resource is available.
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Resource Days Available (Resources Tab)
Resource Days Available. A subscriber have have many resources and each resource can have a different schedule.
Default Setting: "n".
Enter "y" if resource is available or "n" if the resource is unavailable.
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Resource Times Unavailable (Resources Tab)
Resource Times Unavailable. Each resource can have a different unavailable time for each day.
Default Setting: all available or "false".
Be sure to cycle through each day for a resource and mark all unavailable times by entering a "true" by each time the resource is unavailable.
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Range Of Days Unavailable (Resources Tab)
Range Of Days Unavailable. Each resource can have a range of days where the resource is unavailable. The "Unavailable From:" and "Unavailable To:" fields must be filled specifying the date range the resource is unavailable. This can be used to accommodate vacation breaks or other planned periods where the resource is unavailable.
Default Setting: spaces.
Note: If the range of days unavailable is not required, highlight the contents of associated field and remove using the delete key. Otherwise, select the date from the associated calendar.
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Book Off Days (Resources Tab)
Book Off Days. In addition to statutory holidays and range of days unavailable, each resource has the option of setting up six individual days called Book Off Days. "Book Off Day1", "Book Off Day2","Book Off Day3","Book Off Day4","Book Off Day5", and "Book Off Day6", fields must be filled specifying the individual dates a resource is unavailable.
Default Setting: spaces.
Note: If no book off days are not required, highlight the contents of associated field and remove using the delete key. Otherwise, select the date from the associated calendar.
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Activating/Inactivating A Resource (Resources Tab)
Activating/Inactivating A Resource. Each resource can be activated or inactivated at any time. We recommend all resources be completely setup before they are activated. This feature allows a subscriber to check the resource setup completely prior to releasing to their customer base. The "Set Resource To Active" flag must be selected in order to activate the resource.
Default Setting: Inactive
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Service Identification And Naming (Services Tab)
Service Identification And Naming. See "Service Id:", and "Service Name:".
Default Setting: spaces.
First select the resource name which will provide the service. Next, enter a unique service identification code (maximum of 10 numeric or character values), and service name you want to appear to you customers, on your reports and inquiry screens (maximum of 50 numeric or character values).
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Service(s) Summary Setup (Services Tab - Flex Calendar Systems Only)
Each service offered, by subscribers requiring a flexible calendar system, have additional fields used to communicate the service offering(s). These fields appear in a service summary to assist customers in deciding on the level or type of service available. In addition, this summary is readily available should a customer not be able to book a particular service due a lack of consecutive time slots.
A) Setup Number Of Consecutive Time Slots Per Service. See "Number of xx slots:" (where xx is the minimum time required per slot)
Default Setting: 1 minutes.
Enter the number of consecutive time intervals for the service.
B) Setup Service Fee. See "Service Fee:"
Default Setting: 0.000.
Enter the cost of the service.
C) Setup Marketing Name. See "Marketing Name:"
Default Setting: spaces.
Enter the marketing name for the service.
D) Setup Description Of Service. See "Description Of Service:"
Default Setting: spaces.
Enter the description of the service that will be received for the fee charged.
E) Setup Service Includes. See "Service Includes:"
Default Setting: spaces.
Enter additional information of what the service includes or excludes.
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Sub Service Identification And Naming (Sub Services Tab)
Sub Service Identification And Naming. See "SubService Id:", and "Sub Service Name:".
Default Setting: spaces.
First select the resource name which will provide the service. Next, enter a unique sub service identification code (maximum of 10 numeric or character values), and sub service name you want to appear to you customers, on your reports and inquiry screens (maximum of 50 numeric or character values).
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Reservation Schedule Inquiry And Reporting (Appointments Tab)
Subscribers can inquire on an appointment or reservation schedule by date, by resource or service. Once in a requested schedule, appointments can be viewed detail or deleted. Any appointments that has been deleted will immediately notify the customer of the cancellation.
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Send out reminder e-mail 1, 2 or 3 days in advance of Reservations (Reminders Tab)
Timetaggers provides each subscriber with the option of sending a reminder email to customers prior to their appointment. In addition, a audit report of all reminders sent will be available to be printed.
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