Online scheduling companies are paving the way toward a future where appointment management exists in the background. It will no longer be a receptionist’s full time job to take calls and rearrange appointments.
Some people would say that scheduling software is eliminating opportunities and hurting the number of available jobs for long time assistants and administrators. While it’s true that we are eliminating some of the job responsibilities receptionists used to take on, I like to think with the saved time they get back, they can start to add on work tasks that serve to really grow the business.
In order for this to become a reality, however, scheduling softwares have to get to a point where clients really can be self-sufficient with managing their own appointments.
One of the ways clients are able to maintain that self-sufficiency is by being able to login to a business’s web scheduler so they can manage upcoming appointments, view past appointments, and book new appointments. With checkAppointments net scheduler, clients can do all three depending on what your business requires.
If you allow clients to login to your appointment manager, they will be able to:
View all the appointments they've made with your business, including upcoming completed, no show, and cancelled status appointments.
Reschedule or Cancel upcoming appointments
Book new appointments without having to re-enter their client information
Switch between themselves and family members/connections who have booked appointments with you using the same email address
As you can see, allowing clients to login greatly increases their self-sufficiency in being able to manage their own appointments. While there are some businesses that do not want to allow clients to login to their scheduler for various reasons, I think most businesses will find great benefit in it.
Within your online scheduling account, you can change your client login settings so that you either:
Don't allow clients to login
Allow clients to login
Require clients to login to book an appointment
Pre-register which clients can book an appointment
We’ll go through each of those settings on this blog post and also talk about why you might want to apply each of them.
Login Setting 1: Don’t allow clients to login to your net scheduler
This setting removes the "Login" button and "Register" link from the top left of the welcome page of your scheduler:
Clients will not have a way to login or register for your scheduler to see a historical view of their appointments. They will still be able to cancel or reschedule their appointments from the link in the confirmation or reminder emails that they receive, but they will not be able to do that just by visiting the web page your scheduler is on.
Clients will still be able to click through and make appointments, so long as appointment time slots are available. They will just have to enter in their information each time as it is not stored with a client login.
This option is ideal for businesses who do not have repeat clients. It's great if your clients really only ever visit you once and don't need access to their appointment records with you.
Login Setting 2: Allow clients to login to your appointment manager
This is the default setting. It essentially places the "Login" button and "Register" link in the top left of the welcome page of your scheduler as an option for clients who want more control:
This option does not force your clients to either login or register in order to make an appointment; it just gives them the option. Clients have the choice to:
Just click through the scheduler and reserve an appointment time, entering in their information on the last page or
Login to view existing appointments or book a new appointment. If they book a new appointment they won't have to enter in their information on the last page as it will pull from the logged in client data or
Register and enter in their information. When they can book a new appointment the data they registered with will populate the last page of the scheduler
This option makes the most sense for businesses that have some new and some repeating clients. The new clients won't want to have to register & login because they're not sure whether or not they'll be booking again in the future. The repeating clients, however, may want to see a historical view of all of their appointment records and may not want to have to enter in their information every time they book.
Login Setting 3: Forcing all clients to login to your scheduler to see appointment availability
If you set your scheduler to this, then when clients click the "Next" button on your Welcome page, they will be prompted to either Register (if they've not made an appointment with you in the past) or Login if they do already have a registered account on your scheduler:
This option is nice because it decreases the risk that clients will accidentally mis-type their name on the last page of the scheduling process thus creating duplicate client records. It also lets clients fully realize the control they can have over their appointment management since as soon as they login they see that they can either book a new appointment or view their existing appointments.
Using this setting is ideal for businesses that have mostly repeating clients and want to make sure that those clients know that they can see their appointment history and make appointments for family members or connections.
Login Setting 4: Pre-register clients and provide them with login information to access your scheduler
When you select this setting, it makes it so that only clients that you have added to your TimeTap account are allowed to login and book with you. After you select this as the client login option, the "Register" link is removed and clients only see the "Login" button:
If clients try and click "Next" they will receive the message that:
This is great for businesses that want to limit the clients who can book with them to people that have pre-paid or members of their business. It will keep businesses from having unknown clients from booking with them and ultimately just give the business a lot more control over who they are servicing.
Hopefully after reading through the purpose and use cases for the client login options we have, you have a better understanding of what you might want to set it to for your business.
It’s important to make the right decision here based on what your objectives for using online scheduling are. Need some help formulating those objectives for your business? Book a time to speak with one of our support specialists to work through them together.