Scheduler for Businesses and Individuals

Small Business Scheduling Software

TimeTrade Individual and Business Edition for Online Scheduling Software

TimeTrade powers success for your small business

Whether your business has one or several employees, TimeTrade Scheduler for Small and Medium Business (SMB) will get you up and running fast to start booking appointments today. Make it easy for customers to instantly book meetings from your website, marketing campaigns, emails, and social media channels. Harness the power of Scheduler’s key capabilities in an easy-to-use, self-service format designed to meet the specific needs of small business teams and individuals. Check out the features matrix below to see what options are right for your business.

TimeTrade Business and Individual is Great for

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Sales & Marketing

Easily send prospecting emails to drive more pipeline. With one simple link, prospects can book meetings.

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Recruiting

Streamline the interview process by ensuring the availability of all your colleagues a candidate would have to meet.

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Consulting

Eliminate the hassle of juggling many clients and prospects by including a Click-to-Schedule link in your email signature.

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Wealth Management

Send automated appointment reminders that will increase show rates and provide instructions to clients about what to expect at each meeting.

“I've been using the tool for over 5 years and it has made booking meetings so much easier.”

Capterra Review

Features Matrix

IndividualBusinessBusiness Plus
Best for »individual professionals and sole proprietorspower users and groups of people in a team environmentgroups of people in a team environment needing specialized routing or territory assignments
Billed Annually »$78
($6.50 per user/month)
$149
($12.42 per user/month)
$300
($25 per user/month)
Online appointment scheduling
Unlimited appointments
Omnichannel experienceInstantly confirmed appointments from your website, blog, or landing page.
Custom branding
TimeTrade embed code generatorUse our Button Builder to create customizable scheduling buttons you can embed right into your website creating a seamless scheduling experience.
Web & video conferencingAutomatically add your static online conference details to scheduled meetings to be shared with your attendees ensuring you always have a place to meet.
Robust full-stack securityBe confident that your data is secure. Our software is security tested by independent annual SOC 2 type 2 audits.
Outlook, Google Calendar, and iCal integration
Office365 and Microsoft Exchange Integration 
Central billing and team administration 
Reports 
Salesforce integrationAutomatically create Salesforce activities and sync appointment data with leads and contacts right within Salesforce.
 
Salesforce lead capture form integrationCreate an exceptional booking experience with your Salesforce Web-To-Lead forms by automatically offering the ability to book an appointment with the right employee after a lead form is submitted without the need to complete two forms.
  
Smart matchingMatch the unique requirements of each appointment request with exactly the right person to best help the customer.
  
Appointment routingConfigure appointment routing rules based on location, company size, product interest or even round-robin.
  
Website registration form integrationAutomatically pass form information from your existing webforms into the booking process, eliminating the need for users to reenter their information.
  
SupportOnlinePhone & OnlinePhone & Online
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Learn what questions to ask when selecting the right online appointment scheduling solution for your business Download Checklist
omnichannel scheduling graphic showing appointment software using computer, mobile, text, and Google search
CLICK-TO-SCHEDULE

Turn your marketing channels into a prospect conversion machine

Connect with more prospects and turn them into customers by offering the opportunity to schedule an appointment with you or the right person on your team. Offer Intelligent Online Appointment Scheduling through your website, mass email marketing, social media campaigns, direct emails and more. Prospects and customers can book confirmed appointments from any device – any time at a date and time they choose that you are available for.

NEVER DOUBLE BOOK

Connect to your personal calendar

TimeTrade connects directly with major calendaring systems such as Outlook, Apple Calendar, Google Calendar, Google Apps, Office 365, and Microsoft Exchange. Connect your personal calendar to sync free and busy time ending the chance to be double booked. Appointments scheduled will automatically be synced with your personal calendar and distributed to your calendar connected devices automatically.

illustration showing how TimeTrade integrates with other calendaring systems
CONFIRMATIONS AND REMINDERS

Increase attendee show rates

Once appointments are scheduled confirmation emails are sent to both the TimeTrade user and the prospect or customer who scheduled the meeting. Email confirmations contain ICS files that your prospects can use to easily add appointments to their local calendars. Reminder notifications are sent out 24 hours in advance to increase show rates and allow prospects and customers the opportunity to reschedule appointments should their availability change.

POWERFUL APPOINTMENT ROUTING

Drive appointments to the right team members instantly

Create meeting types for your unique or team-based needs. Schedule one-on-one appointments for yourself or use TimeTrade’s patented Smart Matching for advanced meeting distribution. Easily distribute meetings evenly across a group or team or use assignment based appointment scheduling to route appointments to the right representative on your team based on questions the prospect or customer answers.

illustration depicting smart matching
dashboard showing custom business rules
CUSTOMIZE TO YOUR BUSINESS RULES

Enforce process and procedure to match your business requirements

Create rules such buffer times to give team members adequate in between appointments allowing time to prepare for the next meeting to deliver a great experience. Distribute required meeting types to follow availability windows set at the business level. Set required lead times to avoid last-minute appointments for days, hours, and even minutes.

ENABLING THE ADMINISTRATOR

Easily empower and manage a team for success

Centralized administration makes billing a breeze allowing you to invite and remove users, create appointment types on behalf, and add to round robin and routing groups. Update branding to unify the scheduling experience across departments and team members. Administrators can configure appointment booking rule policies to ensure each appointment scheduled gets to the right group or specific person best suited to fulfill the meeting.

graphic showing appointment analytics shown on a digital tablet with appointment details, employee utilization and customer satisfaction ratings
REPORTING AND METRICS

View past appointment volumes by user or appointment type

Administrators can review appointments schedules across the organization, filter by user, and appointment type. Administrators can also easily access and export user booking links which can be used in outbound marketing campaigns on behalf alleviating the need to ask users individually for scheduling links.

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