What are you looking for?

Getting Started

• Quick start guide for your Clients
• Quick Start Guide for Staff Member
• How to plan your migration to DoTimely?
• Quick Start Guide

Scheduling

• Admin creating an appointment
• Add a service
• Editing an appointment
• Cancel an appointment
• View customer schedule
• View staff schedule
• Manage booking requests
• Daily Schedule View
• View all articles in “Scheduling”

Invoices

• How does Invoicing work?
• Invoice Overview
• Create an Invoice for a single client
• Bulk Invoice
• Discount Template
• Automatic Invoicing
• Customer Credits
• Manually Recording Payments
• View all articles in “Invoices”

Customers

• Add a customer
• Add a pet for a customer
• Edit a Customer
• Remove a customer
• Change Customer Password
• Client User Policy
• Download customer list
• Add a secondary contact to receive copy of all e-mails
• View all articles in “Customers”

Staff

• Create Pay Stub for Staff
• Custom payout rate for staff
• Update role for staff
• Staff Vacation
• Check Staff Availability
• Staff Work Schedule
• Adding Staff
• Tip Distribution
• View all articles in “Staff”

General

• Visit Report
• GDPR FAQ
• Change Password
• GPS Accuracy

Videos

• Create your custom login page
• Invoices
• Client Portal
• Create customer
• Services
• Scheduling
• Add a Staff member
• Demo Videos
• View all articles in “Videos”

Commonly Asked Questions

• Why am I not receiving any emails?

DoTimely Hub

• Getting Started with DoTimely Hub

Payments

• Stripe Integration

Operations

• MailChimp Integration
• Android Mobile App for Staff
• Changing service after it has been completed
• Key Management
• Apple iPhone (iOS) Mobile App for Staff
• Dashboard Report
• Frequency Based Discount
• Canceled Appointments List
• View all articles in “Operations”

Settings

• Roles and Permissions
• Email Templates
• Charging for accepting credit cards
• Disable all emails for your account
• Business Settings
• Client Data Import
• Time Slots
• Custom / Supplementary Fields
• View all articles in “Settings”

Client Portal

• Client Portal Overview
• Request Change to an existing appointment
• Making Payment and adding Tips for an invoice
• Adding Payment Information
• Turning off Appointment Start / Stop Emails
• Cancelling an Appointment
• Adding Note to an Appointment
• Apple iPhone (iOS) Clients App
• View all articles in “Client Portal”

Messaging (Chat)

• Staff and Customer Group Chat
• What does different check marks stand for?
• Messaging on Web
• One on One Chat / Messaging on Mobile