Scheduling Software to Automate Your Business
Keep your fingers on the pulse of your company
Booking and beyond
Online bookings 24/7
Organize employees
Sync your calendars
Get paid anywhere online
Take care of your customers
Manage multi-location business
Gain insight into business performance
Reduce no shows
Organize virtual meetings with ease
Calendar Boost integrates seamlessly with Zoom and Google Meet, allowing you to conveniently schedule online meetings. Choose your preferred platform, schedule a meeting, and the meeting link is automatically shared with your customers. Furthermore, to stay organized and up-to-date with your appointments, easily integrate your Google, Outlook or Apple Calendar with Calendar Boost and have your entire schedule in one centralized location.
Get a better grasp of your website with analytics
Measure the success of your booking website with Calendar Boost’s integrations with Google Analytics, Google Tag Manager, and Facebook Pixel, and use the data to make better results for your business. Integrate these powerful tools with your booking website and learn how many people land on your booking page and how they behave when they land. Use this info to improve your booking website and create remarketing and lookalike audience campaigns that turn your leads into paying customers.
Improve customer communication by integrating with WhatsApp
Reduce no-shows and send notifications about upcoming appointments to your customers and employees through WhatsApp, enhancing customer retention and engagement.
Add your custom domain and personalize your booking website
If you have your own domain, you have the option to host your Calendar Boost booking page on that domain instead of having “calendar-boost.com” in the URL.
What Clients Say
About Us
All your booking channels
Limited offer for the first 200 subscribers
25 euro per month. Unlimited users and locations
Getting Started
White Label Agency Account
Learn everything about setting up your agency white label booking account in Trafft.
Trafft’s white-label booking software is an easy-to-use platform you can customize with your agency’s branding and sell under your name. Your clients will love how simple everything is, and you can capitalize on an intuitive and feature-rich platform that makes it easy to create booking websites for your clients.
First, you need to get familiar with the Agency plan. Then you can easily set up all the features you and your clients need, such as appointment scheduling, recurring appointments, locations, Google Calendar, Google Meet, and Google Social Login.
Calendar Boost's white-labeled mobile app lets you provide a fully branded booking experience on both iOS and Android. You decide whose brand the app carries — your own agency, your clients, or each business individually — and we publish it to the App Store and Google Play so their end-users can download and use it for scheduling.
Who Can Order Branded Apps?
There are three ways to use this feature:
Agency-Wide App
- Agencies can order a single branded app that represents their agency.
- This app is used by all client businesses under the agency and is branded to the agency itself.
Per-Client Apps (for Agencies)
- Agencies can request individual branded apps for each client they manage.
- Each app carries the client’s own branding and is separate from the agency brand.
- Individual Business Apps
- Businesses (including those under an agency) can order their own branded apps.
- These apps are meant for their end-users (customers booking appointments) and reflect only that business’s brand.
Why Offer a Branded Mobile App?
- App Store and Play Store Presence – Customers can download directly from official app stores.
- Full Branding – Name, logo, splash screen, and colors match your agency or business brand.
- Flexible Branding Options – One app for your agency, separate apps for each client, or even apps per business.
- Professional Image – End-users see only the intended brand, never Trafft or unrelated entities.
- Consistent Booking Experience – Matches your web booking pages and dashboards.
What You Need to Provide
Before we create your app, we need a few branding details from you:
- App name
- Brand colors (primary and secondary)
- Logo and app icon images
- Splash screen or welcome image
- Any additional images or brand materials
How the Process Works
1. Fill Out the Request Forms
Submit your branding details for the platform(s) you need:
- Android App Request Form
- iOS App Request Form
2. We Build the App
- Our team customizes the app using the provided branding and prepares it for publishing.
3. App Store & Play Store Publishing
- The app is published under the requested name and branding. Once live, you’ll receive the download links.
4. Distribute to End-Users
- Share the links so your (or your clients’) customers can download the app and book appointments directly.
Notes
- Both agencies and individual businesses can request branded apps.
- Agencies can choose between one shared app for all clients or separate apps for each client business.
- Branding assets must meet quality requirements (high-resolution logos, proper colors).
- Any updates or changes later require a new submission through the request forms.
Agency Overview
What is Calendar Boost Agency Model?
Calendar Boost agency model is designed for businesses that manage multiple clients under one platform. This feature is ideal for agencies, resellers, and organizations that provide booking management services to other businesses. With an agency account, you can oversee multiple client accounts, customize branding, and offer a seamless booking experience without Calendar Boost branding.
Video:
https://youtu.be/omzh42SHTAc
How Does It Work?
As an agency owner, you subscribe to an agency plan, which allows you to create and manage multiple independent client accounts. Each client account functions as a separate Calendar Boost instance with its own booking page, services, employees, and locations.
Key Benefits of the Agency Model
- Multi-Client Management: Handle multiple businesses from a single dashboard.
- White-Label Branding: Remove Calendar Boost branding and customize booking pages with your own brand.
- Centralized Control: Monitor and support your clients without needing separate logins.
- Scalability: Easily add more clients as your agency grows.
Who Can Benefit from the Agency Model?
- Marketing and Business Consultants: Provide an integrated booking system to clients.
- Booking Service Providers: Manage scheduling for multiple businesses under one system.
- Enterprise Solutions: Centralize bookings for franchises or multi-location organizations.
- Resellers: Offer Calendar Boost as part of a packaged service without Calendar Boost branding.
How to Get Started
- Sign Up for an Agency Plan: Choose an agency subscription that fits your needs.
- Set Up Your Branding: Customize the booking pages and dashboard for a seamless brand experience.
- Add Clients: Create separate accounts for each business you manage.
- Manage & Support: Oversee bookings, client settings, and troubleshoot when needed.
Setting Up Your Agency in Calendar Boost
Calendar Boost agency model allows you to manage multiple businesses under one platform, providing a seamless booking experience with custom branding. This guide will walk you through the process of setting up your agency account, configuring branding, and managing client accounts step by step.
- Clients
- Features & Integrations
- White Label
- Billing
- Release Info
- Custom Domains
- Settings
- API
- Customize
Once you land on the Agency page of our website, click on "Pricing" in the top right corner to scroll down and see the current pricing. It depends on the number of licenses you choose to purchase, but you can always obtain more through your Agency account.
Simply click on "Get started for free" and you'll be taken to the Agency Account creation page (no need to pay anything yet!). Once the account is created, you'll automatically be logged in, and you'll have 5 demo accounts that you can use to get to know Trafft and what the Agency dashboard has to offer. Demo clients can be transferred to Live.
Once you're ready to start working with real clients, click on "Create Client" in the top left corner and select the "Live Client" option:
The process of creating the client is straight-forward - you need to enter the name of the client (their business), create their booking website domain and select the industry, add their name, and their email address. You'll also get to configure the global settings such as the date format, the time format, the time zone, first day of the week, and the default country code.
The last screen lets you define whether you want to pay for this client every month or every year. Yearly licenses may seem more expensive at first, but compared to the total cost throughout the year, they are a lot cheaper than monthly subscriptions.
Simply click on "Continue", select the payment method, and pay to complete the subscription process.
That's it - your client is created and you can now proceed to configure their account. Please note that by subscribing to a plan, you agree that Trafft can charge you every month or every year (depending on your choice) until you cancel your subscription.
Clients
The "Clients" page is the default page that's displayed once you log into your Agency account. Through this page, you can create a new client (showcased above), purchase SMS credits for your Agency account, view the number of used vs the number of available licenses in your Agency account, search through your clients, filter them per license they have (Demo or Live), and sort them by the date they were created in ascending or descending fashion.
The client list allows you to see the logo of the client (if they uploaded their logo through their Admin dashboard, otherwise, you'll see the initials of their account name), the name of their company and the email of the owner, the license that they have and how long it's been active, how many employees they have, how many services they created, how many features & integrations they've enabled, and how many credits they have left.
Clicking the three-dots menu on the right of each client provides you with options to further edit the client, allocate the SMS credits you purchased as the Agency, access their account as the Agency (superadmin), and delete the client.
Edit Client
Once you click on the "Edit Client" option in the three-dots menu, you'll be redirected to the client's page.
Here, you'll be able to see the same details as you saw in the previous screen, along with additional options.
The left-side menu shows you the name of the client, their email address, and the default "Trafft" booking website, assigned to the client when the account was created.
Below that, you can see the details of the license they're assigned to, since when the license has been active, and the info on the number of employees and services they created, how many features & integrations they've enabled, and how many SMS credits they have left.
The last section of the left-side menu provides you with options to manage the features & integrations shown in this client's dashboard, access the admin section of the client as the Agency (superadmin), visit their booking website, copy their admin's section URL, invite them to join their new account (sends out an automated email address), and to delete the client.
Custom Domains
Each new client will be created with the generic domain which doesn’t actually exist – it’s our domain that allows you to create clients without them seeing “trafft.com
The Client Profile shows the client's name and the options to configure Custom Domains for their back-end, and the booking website.
The Custom Domain is provided by you, as the Agency owner, so you first need to configure a custom domain on your hosting provider's cPanel and then paste it into Trafft.
Custom Domain for the Admin Dashboard
This allows you to create a custom domain for your client's back-end (Admin Dashboard).
First, as mentioned above, you need to log into your hosting provider’s cPanel, and configure a CNAME Record pointing to the current admin URL (for example “astsuccess.admin.example.com”). Once you paste the URL (without "http://" or "https://") in the corresponding block, hit "Add Domain" and if everything is configured properly in your hosting provider's cPanel, the domain will be added.
Custom Domain for the Booking Website
Adding the custom domain for the booking website is similar, but also provides you with the ability to create an A Record, along with the CNAME Record.
After logging into your hosting provider's cPanel, configure a CNAME Record pointing to the current admin URL (for example "astsuccess.admin.wlbookings.com"), or (if you are using a top-level domain (e.g. example.com) and you are not able to add CNAME) create an A Record pointing to 49.12.119.46 in your domain provider account. Once you paste the URL (without "http://" or "https://") in the corresponding block, hit "Add Domain" and if everything is configured properly in your hosting provider's cPanel, the domain will be added.
Your clients will also be able to configure their own custom domain, on top of the one you just created for their booking website. Through your Agency dashboard, you're creating an illusion that Trafft is your product, so it's logical that you create custom domains for your clients, that will point to "youragency.com" instead of "wlbookings.com".
Once this is configured, your customers can use the built-in Custom Domain feature of Trafft, and follow the on-screen instructions to create their own custom domain, pointing to the custom domain you previously created for their booking website. "Trafft" is not exposed at any point during this procedure.
Manage Features & Integrations
The Agency dashboard enables you to create custom plans tailored to each client's needs by allowing you to show or hide specific features and integrations. Since clients do not have access to their dashboard until you invite them, you have the opportunity to discuss and agree on the features and integrations they require. Once you've settled on a suitable plan and price, you can activate the desired features and integrations through the "Manage Features & Integrations" section.
Trafft’s Agency account is not yet 100% white-labeled. This means that the features & integrations listed on this page are split into "White Labeled" and "Not White Labeled" where the latter will have a visible Trafft trademark once accessing applications. For example, if your clients were to log into their Zoom account, Zoom would ask them if they trust Trafft because it will access the information about their Zoom profiles.
Our developers are working on white-labeling all these features & integrations, so in time, everything will be fully white-labeled but for the time being, we’ve provided an option to simply hide the features that are still showing our branding.
At this time, only Google’s services (Calendar and Google Meet, along with Google’s Social Login) are white-labeled. You can read more on this page.
Settings
General
The "General" settings of Trafft's Agency Dashboard currently allow you to configure the date format used as the default for you and all your clients, to configure Custom SMTP, and to configure the client-creation API.
The Custom SMTP is important for the white-labeling approach, so all invitations sent to your clients originate from your email address instead of "no-reply@trafft.com". Additionally, the client-creation API provides seamless integration for creating clients programmatically.
Here are the fields you’ll need to fill in for the SMTP Email feature:
- Sender Name: Enter your name or your business name. This will be displayed as the "from" name when recipients receive an email.
- Sender Email: Input the email address you want to use for sending emails.
- Host: If you are using a hosted email relay service, find the SMTP server hostname from your email service's support page. For example, for Gmail, the host is typically smtp.gmail.com.
- Username: Enter your full email address.
- Password: Provide the password for your email account.
- Port: If you are using a hosted email relay service, find the SMTP server port number from your email service's support page. For example, for Gmail, it's typically 465 or 587.
- Send Test Email: Click this button to send a test email and ensure that everything is working correctly.
Once the test email is successfully sent, you can click on "Save Changes" that pops up at the bottom of the screen.
Trafft will then use these settings to send email notifications, displaying the specified sender name and email address to your customers.
When using SMTP with Gmail, it’s necessary to set up an App Password for Trafft. App Passwords are required for accounts with 2-Step Verification enabled. You can find detailed instructions on how to set up an App Password for Trafft on Google’s Documentation, here.
For Microsoft accounts, including Microsoft 365 users, it’s also essential to create an App Password for Trafft. App Passwords are used with accounts that have 2-Step Verification enabled in the Security Basics section of your Microsoft account. Instructions for creating an App Password for Trafft can be found in Microsoft’s Documentation, here.
For Microsoft 365 users, particularly those with business accounts, creating an App Password is mandatory. However, for tenants created on or after October 22, 2019, Security Defaults are typically enabled by default. With Security Defaults enabled, older mail protocols like IMAP, SMTP, or POP3 may be blocked for authentication. To resolve this, you may need to disable Security Defaults. Detailed instructions on how to disable Security Defaults can be found here.
White Label
As mentioned before, Trafft’s Agency account is not yet 100% white-labeled. This section will provide you with all the features & integrations we've white-labeled. Currently, only Google's services are white-labeled.
To read detailed instructions on how Google's services can be white-labeled within Trafft's Agency Dashboard, please click here.
API
The client-creation API for an Agency account in Trafft allows for automated and programmatically creating clients within the system. This API provides a way to integrate external systems or applications with Trafft, enabling agencies to streamline their client management processes.
To connect your API, please follow the steps covered in this article.
Billing
The Billing section currently provides you with the info on your (Agency) subscription - when it was activated, how many SMS credits you have left, how many licenses you are currently using, and how many you have in total.
In the future, we will expand this section to include more features.
Customize
Here, you can customize your Agency Name, the primary color of your client's admin section (the selected color will be used as a base color for creating a color palette), the square logo and the full agency logo, and select the theme for the background of the back-end (Admin) section.
You can also apply Custom CSS and Custom JS that will be used on your clients' dashboards.
Release Info
This section is a popup that represents a change log for Trafft. It includes all the information about new features and improvements implemented in the application.
To seamlessly integrate your Trafft Agency account with Google Calendar and achieve full white-labeling, devoid of any mention of Trafft, you'll need to acquire a Client ID and Client Secret from the Google Developer Console. This involves creating a project and setting up OAuth 2.0 credentials. These credentials are vital for authenticating and authorizing your Agency account to interact with the Google Calendar API.
Here's a step-by-step summary of what you need to do:
- Log in to your agency account at https://signup.trafft.com/login.
- Navigate to the Settings/White Label section.
- Click on 'Set Up' to start the process.
- Follow the provided documentation carefully to obtain your Client ID and Client Secret required for Google Calendar Integration.
- If you encounter any difficulties or have questions during the process, contact the support team.
Creating a Client ID and Client Secret for Google Calendar Integration
Ensure you have a Google account to access the Google Cloud Platform. If you don't have one yet, you can create a Google account by visiting https://accounts.google.com/signup.
1. Access the Google Cloud Platform
Once you're logged in, your dashboard will be displayed. From there, you can navigate to the Google Cloud Console to create a new project.
2. Create a New Project
Within the navigation menu, you'll find a 'Select a project' button. Clicking on this button will provide you with the option to either create a new project or select an existing one. It is recommended to create a new project for new integrations, ensuring clear separation and organization of your projects within the Google Cloud Platform.
We recommend adding the name of your agency as the project name. This helps in identifying the project easily within your Google Cloud Platform dashboard.
Once the project is created, you can click on the "SELECT PROJECT" button within the tab that appears in the top right corner (shown in the screenshot above). Alternately, you can click on the 'Select a project' button again, and choose the project you have just created from the dropdown menu.
3. Enable Google Calendar API
Navigate to "APIs & Services" and then select "Library" from the dropdown menu. Here, you'll find a list of available APIs. Scroll down or search for "Google Calendar API" and click on it.
Search for "Google Calendar API" using the search bar, then click on the API when it appears in the results to select it.
Next, select the "Enable" button to activate the Google Calendar API for your project.
After enabling the Google Calendar API, you will be redirected to the overview page. From there, navigate to the credentials page and click on "Create credentials."
To generate credentials, select "User data" and then click "Done".
4. Configure OAuth Consent Screen
Before completing the credentials creation process, it's necessary to set up the OAuth consent screen.
Click on "Configure Consent Screen", choose the 'External' user type, and then click 'Create'.
Add your domain links on the 'ADD DOMAIN' (e.g., www.yourwebsite.com; www.yourwebsite.com/privacy, etc).
Click 'Save and Continue'.
5. Set Scopes for API
Incorporating scopes is crucial for your application, with the minimum requirements being:
- /auth/calendar.readonly
- /auth/calendar.events
Search for these two in the right bar, select them by ticking the boxes next to their names, and then click 'Update'.
6. Test Users (Optional)
To facilitate testing, you have the option to include your email as a test user. While this step is optional, it is beneficial for preliminary tests.
Select 'Save and Continue', then review your settings to ensure they are correct. Afterward, navigate back to the dashboard.
7. Create Credentials
On the Credentials page, click on 'Create Credentials' and select "OAuth client ID".
Select "Web application" and name your client (e.g., "My Test Client" or "Brand Design Agency").
Add the following authorized redirect URIs by clicking on the '+ADD URI' button:
- https://oauth.tfft.io/callback/authentication/google
- https://oauth.tfft.io/callback/authentication/integration/google-calendar
Select 'Create', and you will receive your Client ID and Client Secret.
Enter your Client ID and Client Secret into the Settings/White Label page within your Agency account.
8. Secure Your Client ID and Secret
Ensure to securely copy your Client ID and Client Secret and store them in a safe location, as they are required for authenticating your application with Google Calendar.
9. Secure Your Client ID and Secret
After obtaining your credentials, be sure to click the "PUBLISH APP" button on the OAuth consent page.
10. Pending verification
If your clients have already linked their Google Calendars, they will be disconnected automatically and must reconnect. Upon attempting to reconnect, they will encounter a warning indicating that your app is in the midst of a verification process. Nonetheless, they have the option to select "Advanced" and continue with the calendar connection. This message will remain visible only until Google completes the verification of your application.
11. Google Justification and video
Here is an example of the justification that can be used:
"We utilize the Google Calendar API to develop a white-label application that enables agencies to offer a fully integrated calendar management solution for their clients. The calendar data is used to schedule and manage bookings, appointments, and events. Our system accesses only the necessary data to ensure functionality. We guarantee that all data is processed in accordance with Google’s security guidelines, and no user data is shared with third parties."
This is an example of a video:
https://youtu.be/wr5BAXj-HtQ
Support
Getting Started
We’ve created Trafft with simplicity in mind, which means you’ll be able to get started in a couple of minutes and set up your first appointment.
The first step is to sign up for a Trafft account and fill out the necessary fields we need to help you get started smoothly. Once you’ve done that, Trafft will generate some sample data on your account, allowing you to begin using the app right away.
The next time you want to use Trafft, you only need to log in. You’re automatically a super-admin on your Trafft account and you’ll need to set up some basic account settings such as personal information, integrations, and time zone.
Don’t worry! It’s as easy as it gets, and you can follow our quick start guide to speed up the process.
Calendar Boost's white-labeled mobile app lets you provide a fully branded booking experience on both iOS and Android. You decide whose brand the app carries — your own agency, your clients, or each business individually — and we publish it to the App Store and Google Play so their end-users can download and use it for scheduling.
Who Can Order Branded Apps?
There are three ways to use this feature:
Agency-Wide App
- Agencies can order a single branded app that represents their agency.
- This app is used by all client businesses under the agency and is branded to the agency itself.
Per-Client Apps (for Agencies)
- Agencies can request individual branded apps for each client they manage.
- Each app carries the client’s own branding and is separate from the agency brand.
- Individual Business Apps
- Businesses (including those under an agency) can order their own branded apps.
- These apps are meant for their end-users (customers booking appointments) and reflect only that business’s brand.
Why Offer a Branded Mobile App?
- App Store and Play Store Presence – Customers can download directly from official app stores.
- Full Branding – Name, logo, splash screen, and colors match your agency or business brand.
- Flexible Branding Options – One app for your agency, separate apps for each client, or even apps per business.
- Professional Image – End-users see only the intended brand, never Trafft or unrelated entities.
- Consistent Booking Experience – Matches your web booking pages and dashboards.
What You Need to Provide
Before we create your app, we need a few branding details from you:
- App name
- Brand colors (primary and secondary)
- Logo and app icon images
- Splash screen or welcome image
- Any additional images or brand materials
How the Process Works
1. Fill Out the Request Forms
Submit your branding details for the platform(s) you need:
- Android App Request Form
- iOS App Request Form
2. We Build the App
- Our team customizes the app using the provided branding and prepares it for publishing.
3. App Store & Play Store Publishing
- The app is published under the requested name and branding. Once live, you’ll receive the download links.
4. Distribute to End-Users
- Share the links so your (or your clients’) customers can download the app and book appointments directly.
Notes
- Both agencies and individual businesses can request branded apps.
- Agencies can choose between one shared app for all clients or separate apps for each client business.
- Branding assets must meet quality requirements (high-resolution logos, proper colors).
- Any updates or changes later require a new submission through the request forms.
Agency Overview
What is Calendar Boost Agency Model?
Calendar Boost agency model is designed for businesses that manage multiple clients under one platform. This feature is ideal for agencies, resellers, and organizations that provide booking management services to other businesses. With an agency account, you can oversee multiple client accounts, customize branding, and offer a seamless booking experience without Calendar Boost branding.
Video:
https://youtu.be/omzh42SHTAc
How Does It Work?
As an agency owner, you subscribe to an agency plan, which allows you to create and manage multiple independent client accounts. Each client account functions as a separate Calendar Boost instance with its own booking page, services, employees, and locations.
Key Benefits of the Agency Model
- Multi-Client Management: Handle multiple businesses from a single dashboard.
- White-Label Branding: Remove Calendar Boost branding and customize booking pages with your own brand.
- Centralized Control: Monitor and support your clients without needing separate logins.
- Scalability: Easily add more clients as your agency grows.
Who Can Benefit from the Agency Model?
- Marketing and Business Consultants: Provide an integrated booking system to clients.
- Booking Service Providers: Manage scheduling for multiple businesses under one system.
- Enterprise Solutions: Centralize bookings for franchises or multi-location organizations.
- Resellers: Offer Calendar Boost as part of a packaged service without Calendar Boost branding.
How to Get Started
- Sign Up for an Agency Plan: Choose an agency subscription that fits your needs.
- Set Up Your Branding: Customize the booking pages and dashboard for a seamless brand experience.
- Add Clients: Create separate accounts for each business you manage.
- Manage & Support: Oversee bookings, client settings, and troubleshoot when needed.
Setting Up Your Agency in Calendar Boost
Calendar Boost agency model allows you to manage multiple businesses under one platform, providing a seamless booking experience with custom branding. This guide will walk you through the process of setting up your agency account, configuring branding, and managing client accounts step by step.
- Clients
- Features & Integrations
- White Label
- Billing
- Release Info
- Custom Domains
- Settings
- API
- Customize
Once you land on the Agency page of our website, click on "Pricing" in the top right corner to scroll down and see the current pricing. It depends on the number of licenses you choose to purchase, but you can always obtain more through your Agency account.
Simply click on "Get started for free" and you'll be taken to the Agency Account creation page (no need to pay anything yet!). Once the account is created, you'll automatically be logged in, and you'll have 5 demo accounts that you can use to get to know Trafft and what the Agency dashboard has to offer. Demo clients can be transferred to Live.
Once you're ready to start working with real clients, click on "Create Client" in the top left corner and select the "Live Client" option:
The process of creating the client is straight-forward - you need to enter the name of the client (their business), create their booking website domain and select the industry, add their name, and their email address. You'll also get to configure the global settings such as the date format, the time format, the time zone, first day of the week, and the default country code.
The last screen lets you define whether you want to pay for this client every month or every year. Yearly licenses may seem more expensive at first, but compared to the total cost throughout the year, they are a lot cheaper than monthly subscriptions.
Simply click on "Continue", select the payment method, and pay to complete the subscription process.
That's it - your client is created and you can now proceed to configure their account. Please note that by subscribing to a plan, you agree that Trafft can charge you every month or every year (depending on your choice) until you cancel your subscription.
Clients
The "Clients" page is the default page that's displayed once you log into your Agency account. Through this page, you can create a new client (showcased above), purchase SMS credits for your Agency account, view the number of used vs the number of available licenses in your Agency account, search through your clients, filter them per license they have (Demo or Live), and sort them by the date they were created in ascending or descending fashion.
The client list allows you to see the logo of the client (if they uploaded their logo through their Admin dashboard, otherwise, you'll see the initials of their account name), the name of their company and the email of the owner, the license that they have and how long it's been active, how many employees they have, how many services they created, how many features & integrations they've enabled, and how many credits they have left.
Clicking the three-dots menu on the right of each client provides you with options to further edit the client, allocate the SMS credits you purchased as the Agency, access their account as the Agency (superadmin), and delete the client.
Edit Client
Once you click on the "Edit Client" option in the three-dots menu, you'll be redirected to the client's page.
Here, you'll be able to see the same details as you saw in the previous screen, along with additional options.
The left-side menu shows you the name of the client, their email address, and the default "Trafft" booking website, assigned to the client when the account was created.
Below that, you can see the details of the license they're assigned to, since when the license has been active, and the info on the number of employees and services they created, how many features & integrations they've enabled, and how many SMS credits they have left.
The last section of the left-side menu provides you with options to manage the features & integrations shown in this client's dashboard, access the admin section of the client as the Agency (superadmin), visit their booking website, copy their admin's section URL, invite them to join their new account (sends out an automated email address), and to delete the client.
Custom Domains
Each new client will be created with the generic domain which doesn’t actually exist – it’s our domain that allows you to create clients without them seeing “trafft.com
The Client Profile shows the client's name and the options to configure Custom Domains for their back-end, and the booking website.
The Custom Domain is provided by you, as the Agency owner, so you first need to configure a custom domain on your hosting provider's cPanel and then paste it into Trafft.
Custom Domain for the Admin Dashboard
This allows you to create a custom domain for your client's back-end (Admin Dashboard).
First, as mentioned above, you need to log into your hosting provider’s cPanel, and configure a CNAME Record pointing to the current admin URL (for example “astsuccess.admin.example.com”). Once you paste the URL (without "http://" or "https://") in the corresponding block, hit "Add Domain" and if everything is configured properly in your hosting provider's cPanel, the domain will be added.
Custom Domain for the Booking Website
Adding the custom domain for the booking website is similar, but also provides you with the ability to create an A Record, along with the CNAME Record.
After logging into your hosting provider's cPanel, configure a CNAME Record pointing to the current admin URL (for example "astsuccess.admin.wlbookings.com"), or (if you are using a top-level domain (e.g. example.com) and you are not able to add CNAME) create an A Record pointing to 49.12.119.46 in your domain provider account. Once you paste the URL (without "http://" or "https://") in the corresponding block, hit "Add Domain" and if everything is configured properly in your hosting provider's cPanel, the domain will be added.
Your clients will also be able to configure their own custom domain, on top of the one you just created for their booking website. Through your Agency dashboard, you're creating an illusion that Trafft is your product, so it's logical that you create custom domains for your clients, that will point to "youragency.com" instead of "wlbookings.com".
Once this is configured, your customers can use the built-in Custom Domain feature of Trafft, and follow the on-screen instructions to create their own custom domain, pointing to the custom domain you previously created for their booking website. "Trafft" is not exposed at any point during this procedure.
Manage Features & Integrations
The Agency dashboard enables you to create custom plans tailored to each client's needs by allowing you to show or hide specific features and integrations. Since clients do not have access to their dashboard until you invite them, you have the opportunity to discuss and agree on the features and integrations they require. Once you've settled on a suitable plan and price, you can activate the desired features and integrations through the "Manage Features & Integrations" section.
Trafft’s Agency account is not yet 100% white-labeled. This means that the features & integrations listed on this page are split into "White Labeled" and "Not White Labeled" where the latter will have a visible Trafft trademark once accessing applications. For example, if your clients were to log into their Zoom account, Zoom would ask them if they trust Trafft because it will access the information about their Zoom profiles.
Our developers are working on white-labeling all these features & integrations, so in time, everything will be fully white-labeled but for the time being, we’ve provided an option to simply hide the features that are still showing our branding.
At this time, only Google’s services (Calendar and Google Meet, along with Google’s Social Login) are white-labeled. You can read more on this page.
Settings
General
The "General" settings of Trafft's Agency Dashboard currently allow you to configure the date format used as the default for you and all your clients, to configure Custom SMTP, and to configure the client-creation API.
The Custom SMTP is important for the white-labeling approach, so all invitations sent to your clients originate from your email address instead of "no-reply@trafft.com". Additionally, the client-creation API provides seamless integration for creating clients programmatically.
Here are the fields you’ll need to fill in for the SMTP Email feature:
- Sender Name: Enter your name or your business name. This will be displayed as the "from" name when recipients receive an email.
- Sender Email: Input the email address you want to use for sending emails.
- Host: If you are using a hosted email relay service, find the SMTP server hostname from your email service's support page. For example, for Gmail, the host is typically smtp.gmail.com.
- Username: Enter your full email address.
- Password: Provide the password for your email account.
- Port: If you are using a hosted email relay service, find the SMTP server port number from your email service's support page. For example, for Gmail, it's typically 465 or 587.
- Send Test Email: Click this button to send a test email and ensure that everything is working correctly.
Once the test email is successfully sent, you can click on "Save Changes" that pops up at the bottom of the screen.
Trafft will then use these settings to send email notifications, displaying the specified sender name and email address to your customers.
When using SMTP with Gmail, it’s necessary to set up an App Password for Trafft. App Passwords are required for accounts with 2-Step Verification enabled. You can find detailed instructions on how to set up an App Password for Trafft on Google’s Documentation, here.
For Microsoft accounts, including Microsoft 365 users, it’s also essential to create an App Password for Trafft. App Passwords are used with accounts that have 2-Step Verification enabled in the Security Basics section of your Microsoft account. Instructions for creating an App Password for Trafft can be found in Microsoft’s Documentation, here.
For Microsoft 365 users, particularly those with business accounts, creating an App Password is mandatory. However, for tenants created on or after October 22, 2019, Security Defaults are typically enabled by default. With Security Defaults enabled, older mail protocols like IMAP, SMTP, or POP3 may be blocked for authentication. To resolve this, you may need to disable Security Defaults. Detailed instructions on how to disable Security Defaults can be found here.
White Label
As mentioned before, Trafft’s Agency account is not yet 100% white-labeled. This section will provide you with all the features & integrations we've white-labeled. Currently, only Google's services are white-labeled.
To read detailed instructions on how Google's services can be white-labeled within Trafft's Agency Dashboard, please click here.
API
The client-creation API for an Agency account in Trafft allows for automated and programmatically creating clients within the system. This API provides a way to integrate external systems or applications with Trafft, enabling agencies to streamline their client management processes.
To connect your API, please follow the steps covered in this article.
Billing
The Billing section currently provides you with the info on your (Agency) subscription - when it was activated, how many SMS credits you have left, how many licenses you are currently using, and how many you have in total.
In the future, we will expand this section to include more features.
Customize
Here, you can customize your Agency Name, the primary color of your client's admin section (the selected color will be used as a base color for creating a color palette), the square logo and the full agency logo, and select the theme for the background of the back-end (Admin) section.
You can also apply Custom CSS and Custom JS that will be used on your clients' dashboards.
Release Info
This section is a popup that represents a change log for Trafft. It includes all the information about new features and improvements implemented in the application.
Our best pricing offer!
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10 custom features
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