Introduction

TimeTrade offers an innovative and efficient means of inviting others to schedule an appointment with you. It's easy.

By embedding an activity link in email messages and on Web pages you can provide a quick and easy method for scheduling an appointment. When an invitee clicks the activity link they are brought to a TimeTrade screen on the Web and are offered a choice of times based on availability that you define -- and in just a few easy steps, their appointment is booked and confirmed.

TimeTrade connects to your Google Calendar or Outlook Calendar. This is not absolutely necessary, but very helpful. When connected to your calendar, TimeTrade appointments will flow into your calendar automatically, and TimeTrade will be able to monitor your free/busy status so it  offers times that do not conflict with other commitments and/or result in double-bookings.

Quick Guide for Getting Started:

          • To get started, click here to view the Getting Started Guide

 

Get started with TimeTrade

• Login to your TimeTrade account.

             – Click here for procedures to log-in to your TimeTrade account.

Connect to your personal calendar (optional):

• Connect your TimeTrade account to your Google or Outlook calendar (optional).

    – Click here for detailed procedures in connecting to Google Calendar or click here to watch a video
    – Click here for detailed procedures in connecting to Microsoft Outlook Calendar or click here to watch a video

Create an activity:

• Create an Activity defining the type of event you will offer and defining the time slots you are available to accept appointments.

– Click here to view a video on creating an activity.

– Click here for detailed procedures in creating an activity and defining time slots.

Invite people to schedule a time with you:

• Click here to watch a video on sending an invitation for recurring activities.

Send a quick meeting invitation:

• Click here to see a video on how to send quick meeting invitations.

Information on additional features/functions:

The following list provides links to many frequently asked questions:

• How to create a welcome message

If you would like to have a welcome message display when someone clicks the link to schedule a time with you, this FAQ provides steps to create a welcome message for your activity.

• How to edit my activity appointment availability

If you need to make changes to the time slots you have defined for your activity, this FAQ provides the steps to follow to make the changes.

• Why does my activity indicate there is no availability'

If someone clicks the link to schedule a time with you and receives a message indicating there is no availability, this FAQ provides possible causes and solutions.

• Advanced availability options for your activity

There are settings that are unique to each activity that you can establish defining how far into the future you will accept appointments, how many appointment choices are offered, and the abililty to enable/disable same day appointments.

• Viewing busy times in TimeTrade

A busy time is a period of time that you are busy and unavailable to accept appointments. When your TimeTrade account is connected to your personal calendar, such as Outlook or Google, and there are events/appts defined in your personal calendar as busy, and if there is a corresponding time slot in TimeTrade, it  will not be offered. This is to avoid double-bookings and/or conflicts. This FAQ provides procedures to view your busy times and see what available times you have to offer within the time slots you have defined for your activity.

• Embedding an appointment booking widget on your website

By creating a widget for your website, the invitee can click the widget to schedule an appointment with you.

• What are the procedures for canceling an appointment?

If you need to cancel an appointment, there are specific procedures required to cancel an appointment.

• Viewing details of booked appointments in TimeTrade

You can view details of the appointments that have been booked from the main dashboard's "appointment inbox".

• Where do I find my activity link URL?

Each activity has a URL that is specific and unique to that activity. The activity URL can be located from the main dashboard.

• For Outlook users: Using the Toolbar Connector Insert Schedule Link

The Outlook Connector Toolbar allows you to select activities or send a quick meeting invitation from Outlook.

By clicking here, you will be taken to our Support Forum where you can view a variety of short how-to videos designed to help you get started using TimeTrade Professional Edition as well as Workgroup Edition.

In addition, there are numerous FAQ's in our Support Forum offering a variety of tips and information on using TimeTrade. Select the tab labeled Support Forum located at the top of the support forum and you will can begin searching a variety of topics or browse through the support topic listings.