Welcome to our Trafft review.
Investing in appointment scheduling software is one of the smartest decisions you could ever make as a business owner. Not only does it free up your employees to work on other tasks, but it makes life more convenient for your customers as well.
It’s a win-win for everyone.
In this review, we’ll introduce you to one of the best appointment scheduling tools available today, Trafft.
We’ll explore all of Trafft’s core features as well as its pros and cons. Of course, we’ll also let you know how much it costs. Spoiler: It’s totally affordable (even for small businesses).
Let’s go right ahead and explore this online booking tool.
Trafft is a scheduling platform that assists businesses with virtual appointments, meetings, and events. Essentially, the tool allows your customers to book sessions without having to interact with any of your employees.
It’s being marketed toward customer-facing establishments like salons, sports venues, clinics, and gyms. But there are other use cases for the product. For example, customers can use it to book freelance photographers, musicians, and housekeepers.
According to Trafft, using the product will help you increase your conversions and retention rate by 30% and 20% respectively.
To date, this appointment management software was able to help more than 30,000 businesses and individual entrepreneurs handle north of 5 million appointments and events. More than $1 million worth of online payments is processed through Trafft monthly.
Signing up for a Trafft account couldn’t be any simpler. We recommend that you try it for free first before committing to one of the available plans.
You don’t need to enter your credit card details to sign up for a free trial.
The first thing you’ll be asked to do is to select the industry that your business belongs to. Alternatively, you can choose “Other” to enter an industry that’s not in the list provided.
You can also choose to skip this step for now if you just want to move forward.
Next, Trafft will ask you to specify how many members there are in your team.
Click “Continue” after selecting an answer to proceed.
Trafft lets you pick a color to use for your reports. It recommends choosing one that closely matches your branding but you’re allowed to use whatever color you see fit.
You can specify a color that’s not on the options by entering its HTML color code.
At this point, Trafft will ask you for your company name and Trafft URL.
Confirm that you agree with the Terms of Service then hit “Continue”.
Now you can enter the email address that you’d like to use to sign into your Trafft account.
You can provide an email or use Google, LinkedIn, or Facebook to sign in.
You’ll also get asked to provide your name and password.
That’s it! At this point, you’ll get redirected to your account dashboard.
The Dashboard gives you a bird’s-eye view of all your activity. It provides figures such as the number of new customers you gained for a specified period, your revenue, occupancy percentage, appointments booked, and canceled appointments.
On the upper-left side of the dashboard, you’ll find a New Appointment quick access menu. Clicking on it will open the sub-menu where you can choose from one of four options.
- New employee — It lets you add new employee profiles. Here you can enter information such as their names, contact information, assigned services, working hours, and days off. All of these will appear on your booking website for customers to see.
- New customer — It lets you save customer data to your database.
- New service — Here you can list down all of the services that you offer along with relevant information like pricing information, duration, capacity, and category. This will become visible in your booking form.
- New location — If your business has multiple locations, you can configure the settings here. You can enter the business name and address, pin the location, add a phone number, and leave a description.
You can also access the Booking Website drop-down menu from the dashboard. Here you’ll find the link going to your booking page as well as an option to customize your booking form.
By accessing the Settings menu, you’ll be able to make edits to your business information, notification settings, integrations, and payment options.
Now let’s go explore the other features that Trafft has to offer.
The Calendar is where you’ll find all of the pending bookings you have for the week. Clicking on each appointment will reveal more information about it like the date and time, who it’s assigned to, who the customer is, and how much the job will cost.
You can also view your bookings using Appointments. Here you have the luxury of viewing pending tasks as a list which makes it easier to navigate — especially if you toggle the filters.
There’s also the option of specifying the date range that you’d like Trafft to pull data from.
Employees is where you’ll find and edit all of your employee information. You can also disable or delete an employee from here.
If you have a lot of employees, you can toggle the filters to only show the data that you need rather than displaying everything.
Customers work just like Employees — only this time, you’ll find additional information like the number of appointments a customer has, the date of the last appointment, and the date when the customer created their booking.
You can edit customer information from here. For example, you can update their phone numbers, specify a gender, and enter their date of birth. There’s also a field where you can add notes about each customer.
If needed, you can delete a customer from the database.
Under Services, you’ll find a list of all of the services that your business offers. Trafft will generate a couple of examples based on the industry you selected during the sign-up process. But you can add, delete, or update services as you see fit.
When you edit your service information, you can change the name of the service, the category, price, tax (if applicable), duration, along other details. You can also include upsells under Extras.
Another neat feature is the inclusion of a gallery where you can add pictures.
The Locations tab is where you add your physical store’s details including its address, phone number, and office hours. You can also manually pin a marker on the included map to make it easier for customers to find your shop.
There’s also a gallery where you can upload photos for everyone’s reference.
The Finance section is where you can update your payment information. This includes invoices, taxes, and even coupons.
Yes, you can add a coupon to use for promoting your business. You can enter a coupon code and set the expiration date. You have control over the usage limit and set how many users can avail them. You can also set which services your customers can apply the coupon code to.
You have control over the discount type and the percentage amount.
Trafft will ask you if you want to manually send the coupons to customers or have it distribute them for you automatically. You can disable coupon sharing — meaning customers won’t be able to share a coupon code with their family and friends.
One of the best things about Trafft is that you don’t need to have a website to use it. Instead, you can link to it through your social media or other platforms. And if you do have a website, you can easily embed the scheduler there.
As for the customers, they can create an account when they want to book an appointment or continue as a guest and schedule a booking that way.
Users will find more information about a service when they click on it. They’ll find pricing information, the description, additional services, employee details, and the duration of the service.
If you’ve added images to the gallery, they will show up as an image carousel.
Do keep in mind that these can be edited to show the information you want customers to see.
You really do get everything you’ll need to set up a basic appointment page for your business.
But with that said, how much is it? Can a small business afford to have a system like this in place?
Before talking about the cost, we do need to point out a couple of things. First, there are no commission fees placed on top of your monthly/yearly plans. And there are no limits on how many appointments customers can book in a month.
Here’s a list of all the available plans.
While there are a lot of limitations in place on free accounts, it’s still a great starting point for smaller businesses that are trying to automate their bookings for the first time. It gives you an idea of just how powerful it can be.
You can always move up to a paid plan once you’re comfortable and familiar with how everything works.
The free version is only good for one employee. You can only add up to five services and there will be Trafft branding on your website.
You’ll get 1 feature and integration with this plan.
The Basic plan is for businesses with 20 employees or fewer. All paid plans come with unlimited services. So you can add as many as you need from here on out.
However, this plan only unlocks five features and integrations. And you’ll still have to deal with the Trafft branding.
With a Pro account, you can add as many as 40 employees. This time, you’ll get 10 features and integrations.
Subscribing to this plan will remove Trafft branding.
Since the Expert plan lets you add up to 80 employees, this plan is ideal for businesses with multiple locations. This time, you’ll have access to 20 features and integrations. As with the Pro, you no longer have to deal with Trafft branding when you subscribe to this plan.
We’d like to remind everyone that there is a 14-day free trial available that will give you access to all of Trafft’s features.
Are you still unsure if Trafft is the right appointment scheduling software for you? Maybe our list of pros and cons can help you make a decision.
- One calendar to rule them all — Manage all schedules from a single location. See employee availability at a glance.
- Payment processing and automatic booking — Allow your customers to book and pay for appointments online. No need to manually take payments.
- Create a dedicated booking page — This SEO optimized landing page will allow clients to book without the need to create an entire website.
- Embed on your existing website — Got an existing website? You can embed Trafft’s booking form easily.
- Auto notifications — Trafft will send notifications automatically to your employees and customers reminding them of the scheduled appointment.
- Offer discount coupons — You can generate discount coupons automatically and send them to your customers. Great for increasing loyalty and retention.
- Integrations — You can integrate third-party apps like Google Calendar, Google Meet, Outlook, Zapier, Zoom, and Mailchimp. Apple Calendar support is coming soon.
- Price — Trafft is really affordable. If you’re just starting, you can get by with the free version until you need to expand.
- Ideal for all sorts of businesses — You can use Trafft for any sort of business that needs online scheduling. Anything from Salons and healthcare to photographers or session musicians.
- No visual editor — You can edit the booking page but you’re stuck with using presets or custom CSS. There’s no drag-and-drop feature that’s becoming more common on some site builder platforms.
- Trafft branding — You’ll only get rid of the Trafft branding if you sign up for either the Pro or Expert plan. This is common practice with a lot of SaaS platforms.
So can we recommend Trafft as an appointment scheduling software? Definitely.
Trafft is probably one of the best booking tools for startups and solopreneurs.
It’s easy to use and comes fully loaded with all the features you need to get started. It’s easy to work with and—most importantly—it gets the job done.
Calendars, automatic bookings, payment processing, detailed analytics, and more. You’ll have everything you need so you can run your business.
And because it’s affordable, the software will undoubtedly pay for itself after securing a couple of bookings.
The best thing is you can get started completely free.
Disclosure: If you buy through links on our site, we may make a commission.