How to connect Timely to Routiq.
Connect Timely to Routiq in two steps. Upload your client list once, then add each practitioner's calendar link. Here is the full setup.
Before you start.
About 10 minutes, start to finish. You'll need:
- A Timely login that can open Reports and Setup.
- A Routiq account. If you do not have one yet, start the 7-day free trial: nothing to pay for 7 days, card up front and charged on day 8, cancel any time before then.
Connect Timely in 5 steps.
Sign in to Routiq by SMS
On your computer or phone, go to robyn.routiq.ai/sign-in/mobile and enter your mobile number. We'll text you a 6-digit code, no password needed. New to Routiq? Start your free trial at robyn.routiq.ai/sign-up instead.
Export your client list from Timely
In Timely, click Reports, then Client overview under Clients. Click Edit columns and make sure these are ticked: First name, Last name, Mobile, Last appt. date, Last appt. service, Last appt. staff, Next appt. date and # of appts. The last one is further down, under Status. Click Update, then Export, then Export CSV. The file is called export and is usually in Downloads.
Import it into Routiq
In Routiq, open Integrations then Timely. Under Import your client list, choose the file you just saved. Check the first client looks right, then press Import. Routiq tells you when your client list is imported.
Copy a practitioner's calendar link
In Timely, open Setup, then Staff, and click Edit on a practitioner. Open Calendar sync and tick “Sync Timely appointments with Outlook, Google or Apple calendars”. Leave it One-way, and leave “Add the customer as an attendee” unticked. Click Save, then copy the link Timely shows.
Paste it into Routiq
Back in Routiq, under Add your calendars, paste the link. It shows a tick and the practitioner's name. Do the same for every practitioner who takes bookings.
Robyn checks the links every 15 minutes, so she knows who's booked and never texts them to rebook.
Once you're connected.
Robyn gets to work, and Timely stays the source of truth.
- Robyn works out who is due back and writes their texts. Approve them from your phone, or switch on automatic sending.
- She answers replies and leaves anyone already booked alone. When a client wants to book, she passes them to your team with an alert.
- Robyn checks every outbound message against AHPRA advertising guidance before it leaves. You make the final call.
See Robyn work with your Timely diary.
No setup fees and a 7-day free trial. Back to the Timely overview.