Timewise has two primary components:

  • A web-based staff application comprised of a set of sections where you can add staff members, set up their schedules, manage business hours, create appointments or classes, manage your inventory of products, etc. 
  • A web-based booking application where customers can schedule classes and appointments. You can find a direct link to your booking application on the Settings -> Online Booking page of the staff application. 


 

Staff Application

The staff application is where you log in and manage your staff, appointments, classes, products, etc.  Note that your customers don't have access to this application. 


The staff application is organized into the following sections:

  • Appointments: This section shows your existing appointments and allows you to create new appointments.
  • Classes: This section shows your existing classes and allows you to schedule a class.
  • Products: In this section, you can view the list of your products, manage the inventory, and check out a product.
  • Customers: In this section, you can manage your customers. In the details pane, the system displays additional information about the customer that you've selected in the list view.
  • Memberships: In this section, you can view the list of the customers who purchased a membership. In the details pane, the system displays additional information about the membership that you've selected in the list view, and you can suspend or resume that membership.
  • Schedule: In this section, you can specify the work hours for each of your staff members and schedule time offs when the employee will be unavailable for bookings. Also, you can schedule business closures for holidays or other events.
  • Reports: This section allows you to monitor different aspects of your business. Timewise comes with a set of predefined reports, but you can also create new ones.
  • Transactions: In this section, you can view the list of transactions and make refunds. 
  • Settings: In this section, location managers and administrators can configure all the features provided by Timewise in a specific location.
  • Company Settings: In this section, administrators can configure all the features provided by TimeWise across all your locations. For example, you can create a service that is available in all your locations.


NOTE:
Administrators have access to all pages, but location managers and staff members may not see every page, depending on the role or the privileges that are assigned to them.


Layout

The layout of the staff application is comprised of sections, panes, entities, and navigation elements. The following chapters describe each of these elements.


Sections

A section provides access to all the functionalities you need to perform a specific activity. For example, the Settings -> Locations section allows you to create, update, and remove locations:


Panes

A pane is a subdivision of a section dedicated to a set of functionalities. For example, the customer details pane shows the customer's profile, notes, appointments, classes, purchases, etc:


Entities

An entity represents a specific type of data such as a customer profile or a membership. Each entity consists of a series of records. For example, for the customer entity, each record describes one of your customers, and each record is comprised of several fields such as name, address, etc. Each entity is usually displayed as a list view (a table showing all the records), or as a record view:


Navigation Elements

The following illustration shows the appointments section and the primary navigation elements:

Legend:

  1. Sidebar: Open the sidebar to view the location selector and the list of sections to which you have access.
  2. Location selector: Select this dropdown to move between locations.
  3. Sections: The sidebar lists each section visible for the current user. Select a section to open it. Select the pin icon next to a section to add it to your favorites. Select the pin icon again to remove it from your favorites.
  4. Expand/Collapse button: Select this button to collapse the sidebar. This allows more room for the main part of the page. If the sidebar is already collapsed, select this button to expand it again.
  5. Favorites: This shows your favorite sections. The currently active section is highlighted in blue. Select an icon to open it.
  6. Global search: Use the global search to search across the system.
  7. Notifications: If there are any unread notifications, the system displays a badge showing the number of unread notifications. Select the bell icon to see a screen where all the notifications are displayed. The newest notifications are shown on top of the list.
  8. Account: Depending on your role or the privileges that are assigned to you, this section allows you to perform various actions such as changing your password or accessing the company settings section.
  9. Main body: This example shows the Appointments section.


Working with List Views

Usually, when you open a section, the system displays the list view, showing a list of records formatted as a table. For example, when you open the Customers section, you will see the list of your customers:



Legend:

  1. Open a record: Select any row to open a new pane to the right which shows all the details about that record.
  2. Sort the list: Select a column heading to sort the list by the values in that column. Select the arrow again to reverse the sort order. In this example, you can sort by the first name, last name, email address, primary phone, city, and ZIP code.
  3. Search and filter the list: In the Search box, type a keyword or phrase, and the system will display only the items that match your search word or phrase. Select the funnel icon and then choose a filter to filter the list.

Working with Record Views

A record view shows all the details about a record and provides the features needed to work with that record. To open a record view, you usually select a row in a list view. The following example screenshot shows the customer details pane:


Legend:

  1. Collapse button: Select this button to collapse the pane.
  2. Header: Most record views show the important fields in the header. In this example, the system displays the customer's name, email, phone number, store balance, loyalty points, gift card balance, and active memberships.
  3. Tabs: Some views are divided into separate tabs, each tab showing a collection of related fields. Select any tab to display its content. The current tab is highlighted in blue.
  4. Main body: Here you can see all the details related to the current tab.
  5. Edit values: Select the pencil icon to edit the values in a section.