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Getting Started

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Quick Start Guide

Quick Start Guide

Welcome to Trafft, your all-in-one appointment scheduling solution! This comprehensive guide is designed to help both new users and those who are just starting to use the app get up and running quickly.

For New Users, currently exploring Trafft:

1. Sign Up and Log In:

  • Start by visiting Trafft and signing up for a new account.
  • After registration, Trafft will automatically log you into your account.

2. Set Up Your Profile:

  • Upon logging in for the first time, complete your profile information.
  • Navigate to Settings to customize your business details, including your business name, logo, working hours, and contact information.

3. Configure Services:

  • In the Services section, create the various services you offer to your clients.
  • Add service details such as name, duration, price, description, and any additional extras or add-ons.

4. Add Employees:

  • Head to Employees to add your staff members to Trafft.
  • Assign specific services to each employee based on their expertise and availability.

5. Customize Your Booking Page:

  • The Booking Page is where your clients will schedule their appointments.
  • Personalize your online booking page by choosing colors, uploading images, and setting up booking rules and policies through the Customize section.

6. Front-End Booking for Clients:

  • Clients can now visit your customized booking page to easily schedule appointments.
  • They select their desired service, preferred employee, and convenient date and time for the appointment.

7. Back-End Booking for Admins/Employees:

  • As an admin or employee, you can create appointments from the back end.
  • Navigate to the Appointments or Calendar section and click on “+ Add Appointment” to fill in the necessary details.

For Existing Users (Just Started Using the App):

1. Review Your Setup:

  • Log in to your Trafft account to review your existing setup.
  • Ensure your profile details, services, and employee assignments are accurate and up to date.

2. Manage Appointments:

  • Utilize the Appointments section to efficiently manage all your scheduled appointments.
  • Easily view, edit, and delete appointments as needed.
  • Utilize filters and search options to quickly find specific appointments.

3. Group Appointments:

  • Enable the Group Booking feature for services that allow multiple customers per appointment.
  • The “+X” indicator next to a customer’s name shows the number of additional customers in a group appointment.
  • For services allowing customers to bring guests, view the total number in the appointment details.

4. Advanced Features:

  • Explore additional features such as custom fields, discount coupons, and recurring appointments.
  • Use the “Three Dots” menu within appointments to access options like editing, duplicating, viewing activity logs, or deleting appointments.

5. User Roles and Permissions:

  • Understand the different user roles in Trafft: Admin, Superadmin, and Employee.
  • Admins and superadmins have full access to appointments, services, and customer data.
  • Employees can only view and manage appointments assigned to them, ensuring privacy and organization.

6. Exporting Data:

  • Export your appointment data for record-keeping or analysis.
  • Select Export Data to choose the desired delimiter and columns for the exported CSV file.
  • Appointments will be exported based on the selected date range.

7. Custom Roles (Optional):

  • For advanced control over user permissions, create custom roles in Settings -> Users & Roles.
  • Customize roles to grant specific capabilities, such as viewing all appointments, employees, customers, services, and locations.

8. Support and Help:

  • For any questions or assistance, Trafft offers a comprehensive Help Center.
  • Reach out to Trafft’s dedicated support team for personalized support and prompt assistance.

Congratulations! Whether you’re a new user just getting started or an existing user exploring more features, you are now equipped to streamline your appointment-scheduling process with Trafft. Explore the diverse features, tailor settings to your preferences, and provide your clients with a seamless booking experience. Experience the efficiency and convenience Trafft brings to managing appointments for your business.

Have more questions?

If you face an issue, and cannot find an answer in the documentation, feel free to submit a support ticket!