Are you looking for a modern appointment booking system that's easy
to set up, and it looks good. Well, Trafft might be a solution for you. So I'm going to show you how it actually
looks and how to set it up on this video. So let's go jump over
to my dashboard right now. All right. This is my task dashboard, and I'm going
to show you how easy it is to get around. So, for example, we're going to view our
new customers and we can use a filter to view by week, month, last month, last
three months and the last six months. We're also able to view our revenue. And again, we have the filters, the Occupancy, the appointments book,
the daily Occupancy based on colors. So we have a quick glance. We have the last book appointments,
the performance by employees. So we know how our employees are performing when they book
with them, the services, what's booked more often
than the other ones. And you're able to analyze that. Now, how is the booking system going
to look and how are we going to view it? Well, by default,
when you create an account on tap, we're going to have a special link,
which is ourbrand tap at. Com.
Right. But we're also able
to connect our custom domain. So that means that instead of using
Trafft as a domain, we have our own. So, for example,
you can create like I did. So I created a domain. Let me show you,
which is booking at Veememedia.com so instead of using their domain,
I have my branded domain. Now, some of these settings you will have
and some of them you won't depending on the plan that you choose the other
way that we can look at this. Well, let's go to the site first.
Okay. I opened my custom domain and we're able to look at this modern
looking booking system. We can customize a couple of things
in this we're able to book from here. So, for example, if I want to book a 1 hour group meeting, which is $20,
loads the image. We have the description for it, the duration, the occupancy,
the extras available. If you want to add extra time hosted by which is me and we have the option
to pay on PayPal or on site because I enabled that we also have available
to set up Stripe and Racer pay. I'll show you in a bit. We can select the extra
minutes that we want book. Now, if we're good to go like that, I can continue as an account
or I can continue as guest. I really like this because sometimes we don't want to go through
the hassle of signing up. We just want to continue as
guest and we have that option. So again, it's letting us
know what we've selected. We can continue. And is it going to be who's coming? Just me or choosing number
of people in this case, just me. I'll continue. I'll select the date from the
dates that I have available. So, for example, you can view that. I don't have Saturday and Sunday so they Cancel Select it and I can set what
I want to have available and not. So, for example, I'll Select the third
and here's a date on the top. We can select the time, for example, at
twelve and we can go ahead and continue fill out the information
and pay with PayPal. And we're good to go. We're also able to add coupons
to give some discounts. Now that is a direct link
to it that's hosted by them. I don't have to do anything,
and it's just super easy to set up. Now, if I wanted to embed it
on my site that's also available. You can have a PHP site or a WordPress site and just install by embedding
it or even Shopify Wix. And if you have the option to add the HTML code, well, this is my site
from WordPress and it's available here. Check that out.
That's also my setup. Let's go forward where we go.
Here's a site I selected. Continue and this is embedded on my side. So if you don't have a plan where you have a custom domain, well,
this is a good option. You just embedded on the site and it's going to have your own domain because
you're embedding it inside of your site. That is the view for it. Now, how do we set this up? This is one of the most important things about a booking appointment
system is set up. Why?
Because we're going to know how powerful it actually is and if it has
the settings that we need. So for example, I would recommend to get started with the settings,
which is the little Gear icon there. We have the general settings, which is,
for example, default time slot. If you know that your default time slot is always 30 minutes and some
other ones might change. But you're always setting up 30 minutes. Well, it's good to set
it up at the beginning. So you save time. So if it's 1 hour or more, you have that as a default, use the
service duration as a booking time slot. You can enable that the default
appointment status is approved or pending. So if someone books at a certain time and they're going to book on it,
it's going to be automatically approved. But if it's pending, we have to approve
it, which is a good idea or not. It's just going to depend
on how you want to set it up. The minimum time required before booking. So for example, they can't book before this amount of days,
weeks, hours or whatever. What is it used for? So let's just say I
want to book right now. The minimum time frame required
is going to be set up by this. So, for example, if I set up 3 hours,
I can't book something for 1 hour. I have to wait unless I want to book something before three
that will be available. Or let's just say you don't want anyone
to book with one day in advance, so it has to be after 24 hours
from the time of booking. This gives us time to prepare
and know that it's booked. All right.
And the minimum time required before canceling again, time frame,
we have that available so they can't cancel, I don't know,
30 minutes before the actual booking. And you know what? I'm already set up.
I'm ready to go. I'm just waiting for you to come in. So you want to have this available?
I don't know. It just depends what you want to do. You don't want to give them 12 hours. And that way you have time to say,
hey, you know what? Okay, good thing I wasn't there and I
wasn't ready to start the meeting. Okay. Minimum time required before
scheduling rescheduling. Again, we have the time frame, the number
of days available for booking in advance. So maybe I don't know, one month,
two months, three months. However you want to set it up,
you can't book after that. Okay.
And the global settings. So depending on the country,
you will have the settings. In this case, I'm in Mexico. So it's the day, month, year. But in the United States,
it's the other way around. It's month, day and year, and it's just going to depend
on how you want to set that up. The time format. This is how you can see it. For example, this is a twelve
hour format, hour minutes and AM or PM. if you want to set that up and the time
zone first day of the week default for phone, country code
and go ahead and save. It really important that you set that up. I mean, time zone is crucial
in this type of system. All right. Next, options that we
have is the business. So in this case it's called media, which is my business address, website,
phone and company bank account. If they want to do a bank transfer the office hours again,
super important to set this up. In this case, we can add more time frames
because maybe we want to have a break or, you know, you eat lunch
at two to 03:00 p.m.. So you don't want anyone
to book at that time frame. So what I would do is, for example, if it's going to be 02:00 p.m.,
I'll add another one and then I'll start off at four and we'll end that,
I don't know, 08:00 p.m.. There we go. We add the timeframe and we have a break
so they can't book in that timeframe. And again, we set these days on or off. So in this case,
Saturday and Sunday is off. If I want to turn it on, just go ahead
and do that and go ahead and save it. Sms notifications if you have that available while you set
that up, they take credits. Email notifications. We can set this up. What type of notifications
do we want to use? And do we want to enable them or disable
them and customize it if we like. So these are variables that are grabbed from the actual persons
that filled it out. So the service name is going
to grab from the service name. The customer full name is going to grab
from the variable of their name. So it looks customized and we can set these up for customers and to employees
the payments, the currency that you're going to use, the price symbol,
the price separator and the number of decimals features and integrations
really important part here to set up. So if you want to have coupons available
or you don't, you disable and configure coupons to add them
to give them the discount. The custom domain. I already set it up. It's fairly easy if you just know how
to add the DNS on whatever you want to use Cpanel, Cloudfare or Namecheap whatever
you're using for the hosting provider DNS, you just set it up the A
service custom fields. Do we want to have them available or not? Maybe it's something that it's
not required for your business. You just disable it or
keep it on the extras. The group booking, multiple locations,
online payments, SMTP email, so it's sent from your email domain
and not from tasks and special days. All right. We also have the integrations available. So two tabs inside of here we can add our Facebook Pixel, Google Analytics,
Google Tasks Tag manager. I've already set up my Google calendar, so the booking when it's done, obviously
it's added to my Google calendar. That way I know that a booking is coming
nearby and Google Meet, MailChimp, Outlook Calendar, Sendfox,
Zapier and Zoom Super important that they have Sapia because you can do
a whole lot with that information. If you have Zapier,
I'm going to go into the Google calendar just to show you the options
that we have available. So once you are connected like I am
already we have options available. So in this case I've enabled Google Meet, but if I want, I'm not
going to use Google Meet. I Canva disable it and I have
other options available. So in this case I'll remove Google Calendly busy slots
and I have that enabled. Also a lot of options here
user roles and if you can add a user here their name, last name,
email and what they have to do right. Required user to choose new password and login or not the customization
for the website. This is my embed code. That is what I used to embed
on my WordPress site. I just grabbed his code
and we're good to go. All the information is updated when I
update here the booking form settings. If I want to keep these or change them,
how they're going to work by steps you can do that redirect URL
after successful booking. So let's just say that someone books
and at the end you want to send them to a special promotion or to the homepage
or whatever you want to do with it. Set email field as mandatory. You don't want them to skip it again. Set phone number as mandatory if you want to have that phone number because you want
to have a way to contact them in case you have to cancel or let
them know or confirm. Just depends what you want to use it for.
Showtime. Some option to customers. Really good option, especially if you have people booking appointments
from all over the world. The language and labels you have
English and German available. We have the labels here customization the
page title, the select the primary color. In this case it's blue. I can use a custom color
there select fonts. These are the fonts that are available. We can preview it show made
with Task Mark Craft if you want to change it, if you want to remove it, well,
you just selected the website logo, the Fav icon from the little tabs
on the browser account setting. And if you want to add custom code for CSS
or JS, you have that available in case you want to add, for example,
a chat widget or just something that you might want to use inside
of that page inside of here. So it's already set and embedded
once you set that up. My next recommendation is to jump
to employees at the employee because this is where we're going to tie them
to the plans and all of that. So, for example, add employee. Obviously, we have the required data,
which is a simple data. There assign service. So for example, a certain employee might be assigned to some services and some not
in case you have, for example, offering service for SEO, marketing,
social media management or whatever. And not every employee has a capacity for those jobs. For example, one group 1 hour group meeting, so only that would be
enabled for this particular person. Okay. And maybe this one charges more or
less than what the other one charges. You set that up.
There the working hours for this employee. So this employee might work, I don't know, seven days a week or he might
work only Mondays or whatever. Okay, you enable and disable
and add the time frames. Here the days off for this employee. We can add days off. So for example, I don't know, Christmas,
Thanksgiving, New Year, Chinese, New Year, or whatever you want to disable you
add that there the special days. So for example, again,
we can add special days added here which employee has no upcoming specialist,
a special day he would charge different. I think that's how that would work. I'd have to confirm that. And I'll tell you in the description. Next thing I would do
is set up the services and this is where the services are. For example, the three services that you saw on the booking demo that I just
showed you are from right here. We Canva add more services. We have unlimited on this plan, but again,
it will depend on the plan that you're on. So the service we have the name,
the category, the price. I clicked on the image, the image for that, the tax duration,
all the information, the locations. If you have locations added, we can add those here on the left,
the buffer time before the buffer time after just all that information,
the extras for that one. Remember, we saw, for example, if they want to book 30 minutes
extra and it charges so much. Well, they have the extra options. You can add extra things, whatever you want to add there
and the Gallery for this service. Next thing I would set up is locations
if you have locations enabled. And if you want to use that,
if not disable it the finance. This is the finance information. We Canva view our invoices our settings
for the invoices invoice customization. This is what's going on right now
for the invoice, they will be adding more templates for this and additional
notes, transactions. We're able to view them here the taxes. We can add our taxes rates right there, depending on the country that you are
from, you would set your own tax the coupons if we want
to create coupons or not. Again, if you're not going to use
coupons, you can disable that. Okay, next thing we have is
the appointment view right here. So we're able to do the appointments
listed right there. We can approve, planning,
cancel or reject it. And we can also edit them to edit the appointment manually in case
someone sent you an email. Hey, you know what can we webhook. We can do it that way. We can export data, we can share appointments and we can
create a new appointment manually. If we did the appointment somewhere else or we did it via phone
or something like that. You added there manually. And we're also able to view our Calendly
view depending on what we have going on. So for example, Monday,
we have that customer example customer example again for 2 hours meetings,
and we're able to view them here. And we're also able to add
new appointments there. But there you go. And basically that is trust. You have a lot of options available. Easy to set up. Basically, everything has its own information of what it's going to do
when you enable it or disable. It super easy to set up custom domain
embedded or just use their own link. It's easy to set up. They have really good documentation
for all the things you need. Whatever I look for, it was available
there without having any problems. And if I need support, well,
I asked them there, but there you go. That is craft.
It looks modern it's good looking. It's hosted by them, so I don't have to take that doing it
my own hosting or set up or anything. But if you want to just embed it
on your site, also, that's possible. Well, there you go. If you guys want to check out a link that's going on,
that link will be in the description, and that link will help me out
because it's an affiliate link. So it gives you a small Commission, and it won't cost you a single set
more than what it already costs. I thank you all for watching.
My name is George. This is SaaS Master,
and I'll see you guys later. Bye.
