Customer Circle
Open to everyone or only to your regular contacts
Open to every prospect – or only to members, owners and regular customers? With the customer circle you decide whether your calendar wins new customers or serves a closed group.
The setting applies per Provider Calendar.
How It Works
Set the customer circle
Settings → Process settings → Customer circle: “open” or “closed”; the change applies immediately to the entire Provider Calendar.
Build up regular contacts
Through bookings with a timum account, or deliberately via the Second Booking Link and an exclusive appointment invitation.
Use what you know
Search on the Customers page, open the contact card and note anything special for the next appointment.
Key Benefits
Open (default): everyone books without registering – no forced account that costs you prospects.
Closed: only regular contacts registered with timum can see and book your appointments; to outsiders the booking link shows a neutral “Page not found” – with no hint of a reason or of a calendar.
The Customers page lists all regular contacts with a contact card, a search and a notes field for the next appointment.
Returning customers book without entering their data again – timum recognises them and pre-fills the form.
Who Needs This Feature?
See how this feature helps different users
Recognise regular customers
Existing customers book their annual property update; the note from the last appointment is in the contact card – you do not start the conversation from scratch.
Office hours for owners only
The property manager switches to “closed”: office hours can only be booked by registered owners and tenants. In the wrong hands the link leads nowhere.
Fit-out selection for buyers only
After signing, buyers are invited as regular contacts. Fit-out appointments stay invisible to the public – bookings come only from the circle of buyers.
