Scheduler Product Overview
TimeTrade Scheduler is the world’s leading Intelligent Online Appointment Scheduling solution – serving businesses of all sizes – from the world’s largest retail, banking and technology organizations to thousands of small and midsize businesses. Connect prospects and customers – at the peak of their interest and via any channel – with the right team member. Scheduler increases revenue by creating personalized customer experiences and maximizes the efficiency of your team throughout the entire buyer journey.
Watch the video to learn how Intelligent Online Appointment Scheduling can grow your business with appointment-driven conversations that generate more leads, reduce scheduling tag and close business faster.
The right customer connection at the right moment
Connect, acquire and retain customers with Scheduler’s Intelligent Online Appointment Scheduling. Match the right team member instantly, and seamlessly maintain each client relationship throughout the entire customer journey.
INTELLIGENT APPOINTMENT SCHEDULING
INTELLIGENT APPOINTMENT SCHEDULING
- Call Center
- Queue Display
Creating the world’s best live interactions
Whether you’re booking one or 1.6 million customer appointments each month, join the more than 30,000 businesses worldwide who trust Scheduler to meet their toughest business demands.
Robust full-stack security tested by independent annual SOC 2 type 2 audits protects your critical data
Proven to scale by the largest, most demanding businesses including 10 of the top 20 North American banks
Seamless integration with Salesforce.com and other leading business systems
Successful track record meeting the needs of Fortune 500 enterprises as well as midsize and small businesses.
Scheduler core capabilities
Twelve core capabilities are shared across our four scalable deployments: Enterprise, Events & Classes, Salesforce and SMB. Each capability works in tandem to ensure that you’re connecting with prospects and customers through marketing campaigns, acquiring them during your sales process, and retaining them to increase customer lifetime value.
Connect with prospects and customers at their moment of peak interest by providing a service guarantee from any channel at any time.
Match the unique requirements of each appointment request with the team member and resources necessary to best help each individual customer.
Ensure the appropriate resource is matched to each appointment by pairing your customers with the employee best qualified to meet their needs.
Pooled Resource Management
Maximize appointment availability by dynamically publishing employee availability in one easy-to-read calendar.
1-on-1 & Team Meetings
Simplify scheduling by displaying your personal availability or with team meetings display only the times that everyone invited to the meeting is available.
Customize availability by offering fully open availability, rolling availability, a set date range, or choose specific dates and times to craft personalized meetings.
Adapt your appointment process with easily configurable Business Process Rules™. Set booking timeframes, appointment limits, employee priority, and more.
Personal Calendar Sync
Stay up to date with your teams' personal calendars. Two-way integration with the most popular calendaring systems eliminates the potential for double booking.
Automated Reminders & Follow Up
Dramatically reduce no-show rates pre-appointment and ensure customer satisfaction afterward with customized post-appointment follow-ups.
Create unique, private web conference meetings or videoconference sessions automatically for each appointment with our powerful web conferencing integrations.
Reporting and Analytics
Get clear insights into the effectiveness of your marketing efforts and employee performance—from acquisition online through fulfillment onsite to post-appointment service.
Be confident that data captured during the booking process – and the impact it has on your sales funnel – seamlessly flows into your Customer Relationship Management system.
A flexible and scalable way to connect, engage, and retain customers
Drive conversations by capturing your customers at the peak of their interest. Convert interest into action with simple, intuitive appointment booking via mobile devices, online search, voice, text, web, or integrated into your customer-facing application.
Match your prospects and customers with the right person on your team. TimeTrade’s patented Smart Matching instantly compiles locations, skills, availability and prioritization while presenting these details instantly and at scale in one easy to read calendar.
Powerful integrations with leading CRM, marketing automation, calendaring services, and workforce management solutions. Sync important availability data while adding upcoming meetings to individual calendars and third-party systems such as Salesforce, Office 365, Google, and more.
Reports & Analytics
Provide next best action with detailed data seamlessly collected and organized by TimeTrade’s Reports & Analytics. Review past, present and future appointment data including powerful KPI’s such as appointment lead time, start times, end times, no-show rates, employee utilization and customer satisfaction ratings to generate your full Appointment Quality Index™.
A Scheduler to fit every need
TimeTrade Scheduler is available in four deployments to fit your unique business needs. Need help deciding what appointment solution is right for you?
Solve the challenge of scheduling multiple locations, staff and resources with Intelligent Appointment Scheduling™ and queue management built for organizations that need a highly scalable and secure solution.
Events & Classes
Simplify event and class registration allowing organizations to execute experiential buying programs at scale strengthening the value of their brand and customer loyalty.
Leverage the combined power of the world’s leading intelligent online appointment scheduling system booking meetings right within the world’s leading CRM solution: Salesforce.