TimeTrade

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This tool has been solely researched by WilsonHCG Innovation Team

Used by KellyOCG

Overview

TimeTrade Scheduler is the world’s leading 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.

Features

Twelve core capabilities are shared across our four scalable online appointment scheduling 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.

Omnichannel Scheduling

Connect with prospects and customers at their moment of peak interest by providing a service guarantee from any channel at any time.

Smart Matching

Match the unique requirements of each appointment request with the team member and resources necessary to best help each individual customer.

Appointment Routing

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.

Custom Availability

Customize availability by offering fully open availability, rolling availability, a set date range, or choose specific dates and times to craft personalized meetings.

Configurable Rules

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.

Web/Video Conferencing

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.

CRM Connector

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.