Managed vs Timely

Use one of your current consultations. Check its questions, signatures, sending method and how completed responses appear on the client record. Include the relevant plan and any message charges.

Automated SMS and email reminders are available with Free. Included message credits refresh monthly; purchased bundles remain until used. Check allowances and extra usage on the pricing page.

Review consultations and attachments separately from appointment data. Confirm the permitted export, what can be imported and how the team will access any records that remain outside Managed.

What can be moved depends on the export available from Timely and the structure of your records. Review clients, notes, forms, attachments and future appointments with the Managed team before agreeing what will be imported. See the switch guide for export steps.

We'll agree a switch date around your records and the checks your team needs. Timing depends on the export available and the scope of the move, so there isn't one fixed timeline for every business.

You'll have a Managed booking link that works independently of your marketing website. Keep your existing website and update its booking button or links when you're ready to send clients to Managed.