Timely Software meets record keeping standards
In response to the Safe Checklist for Beauty Therapists & Nail Salons that was released on 8 May 2020 by the Queensland State, Timely would like to confirm that our software meets the ‘record keeping’ standards outlined to safely open your business post lock down.
What client data does Timely store?
The following client contact information can be collected and stored securely in Timely for record keeping purposes. This data is always available for active Timely customers.
- Name
- Address
- Mobile phone number
- Date and time of appointments and transactions
What do you need to do?
You need to make sure you’ve got up to date records for anyone who comes through the door. We recommend you ask your clients to update their contact information prior to their appointment using client login. If you have any walk-in customers purchasing products, you must also record them as a client in Timely so that sale can be traced.
How to ask clients to update their details
How to obtain the record-keeping data from Timely
Timely reporting tools allow businesses to access client information and appointment details easily at any time. Using the following reports you can
- Customer list report provides all of your client contact details including when they were added and their last appointment date
- Apppointment schedule report shows you which clients were in the salon on particular dates. Both reports are available at any time.
- Customer product sales report shows you any clients who purchased products if you’ve had walk-in product sales.
While we hope you won’t need to report on any Covid breaches, our team are ready to help you should need any assistance with contact tracing reporting.