Thanks for joining DoTimely! DoTimely is designed to automate your daily tasks and allow both staff and clients to do self-management. We understand that everyone learns a little differently so don’t hesitate to contact us to customize the system tailored for your business. Please send an e-mail at firstname.lastname@example.org
If you currently use another software system for your business or you have a list of your clients in a spreadsheet – let us know. We can help you import the data into the system.
To give you the feel of the system, we will walk you through the basic steps to create a customer, set up a service, and schedule an appointment.
Once you have registered, you will get an e-mail to verify your account. Please complete verification to activate your account before login.
When you login the first time, you will start by updating the information about your business.
After the business setup is completed, you will get to an overview video of the system. We recommend you watching this to familiarize yourself with the system.
If you want to skip it then you can click continue at the bottom so you can set up your first customer.
Add a customer
Click Add customer here. The first name is required to create a customer.
Note: Notifications are enabled by default so for trial don't add your real customer's e-mail address if you don't want them to receive any e-mails.
Don’t have your customer’s e-mail address?
You can enter a dummy address here until you get the correct address or leave it blank and the system will assign one automatically.
My customer didn’t get any welcome e-mail?
We suggest your customer check their spam folder first. If it's not there, then you can always go to the customer profile and click on the Change Password tab.
How to navigate: Customers > Edit > Change Password
Here you can enter a new password and click on the "change and resend the welcome email" button. If still, they didn’t get an e-mail, let us know we can send them an e-mail.
You can also reset their password in the Customer profile and provide them the new password to log in.
If you are a pet-sitting business, then you can add a pet to your customers' profile.
Add a Pet
Name of Pet is the required field and you don’t have to enter information for all the fields to add a pet. There is a helpful description of all the fields. Once done click on the "Add Pet" button on the top right side of the screen.
Why is my customer receiving start/stop appointment notification?
By default, the e-mails are turned on. If you want to turn them off, uncheck the Appointment Start/Stop e-mail under the Additional tab in the customer profile.
How to navigate: Customers > Edit > Additional
Congratulations! You have added your first customer. Now it is time to add service.
Add a Service
How to navigate: Services > Services List
To start with we have already added a Meet and Greet service for you.
You can click on the + icon to add another service. You'll need to add basic details about the service like name, description, price, and duration.
Service verification is optional features if you want to use it for a specific service.
Now you have added service and it's time to schedule your first appointment.
Why is my service not visible to the customer?
Please make sure the internal box is not checked on the service detail page. If it is checked the service will be only visible to the owner, admin, and staff.
How to navigate: Services > Services List > Edit a service > uncheck "Internal"
Add an Appointment
How to navigate: Appointments > Add Appointment
Search your customer by their first name to start adding an appointment.
Then add all the required fields to create an appointment.
Why is SAVE not enabled?
Please make sure all the required fields have filled with information.
Once the appointment is saved. You can go to Appointments > Calendar in the left navigation bar. Select your customer name on the top filter and then click the "Show Appointments" button.
Why can’t I see any appointments in the calendar?
You will have to select either the staff member or customer in the filter selection on the top and then click the "Show Appointment" button to see your appointments.
Assigning Multiple Members
If your business includes assigning multiple staff members to an appointment you can enable this feature under the business settings.
You can select as many staff members you want to assign for an appointment and remove them while editing the appointment.
The next step will be to download the DoTimely app from the app store to make your work easy to track when you are on the go.
Login using your credentials. The landing screen will show you the scheduled appointments. You can slide the appointment to the left to start your appointment.
You can click on an appointment to find more details and start an appointment. You'll land on this screen after starting your appointment.
If you click on the back button on the top left you will get to the schedule screen that will show you your appointment in progress with the yellow background.
You can go click on the timer on the top right corner. This will take you back to the appointment screen and you can click stop to complete your appointment and update the report.
Note: Please note the app images are from iPhone and may look different on the Android phone.
This completes your basic setup. You can further read - How to plan your migration to DoTimely?
Now you should be ready to add more customers and get started with DoTimely to stay organized and manage your day to day business activities with ease so you can spend more time doing the things you love.
Here is a quick video overview of the basics of the system:
The system has three main types of users the owner, customer, and staff members. The permissions for customers and staff members can be customized. By default the system allows all the user types to request an appointment.
Once an appointment request is created it can be edited, rejected, or assigned to a staff member. On assignment, the request is put on the calendar for the staff and the customer. The next step is to track the appointment, create an invoice pre-paid or after the service is completed and collect the payment from the customers.