White Label Agency Accounts

Sell premium booking software under your agency name

Offer Trafft scheduling software to your clients in service industries, white-labeled as your product with no signs of Trafft, and generate a return that far exceeds your initial investment. With Trafft White Label, you provide your clients with the power of Trafft but under your own brand. Trafft White Label is ideal for digital agencies, web developers and designers working with service industry clients.

Presently, we provide three distinct Agency plans: Agency 3, Agency 5, and Agency 10. The numbers 3, 5, and 10 correspond to the quantity of Scaling licenses or the number of clients you can oversee under your selected plan.

The advantage of opting for the Agency package over purchasing 3 Scaling licenses individually is that you gain the ability to efficiently manage all your clients through a single unified dashboard. This allows you to oversee their integrations, toggle features on and off, and, of utmost significance, Agency accounts come with white-labeling, ensuring that your clients won't encounter any reference to Trafft.

Explore Agency Dashboard

The Agency account dashboard comprises three primary sections: the Clients Page, Settings Page, and Billing Page.

Clients Page

Within this page, you will have a list of your clients, containing vital information such as:

Agency Name
Agency Email
Selected License
Count of Employees Created
Count of Services Created
Usage of Features and Integrations
SMS Credit Balance

Furthermore, on this page, you'll find a summary of your agency's SMS credit balance and the various license types included in your selected Agency plan.

Under the three dots icon next to the client, you'll find several additional options:

Edit client
Add SMS credits
Change license
Access as Agency
Delete client

Create/Add Client

Adding new clients can be accomplished through a few simple steps.

1.	Click on Create Client
2.	Choose a Plan for Your Client _{(at present, Agency plans include only Scaling licenses)}
3.	Add basic information about your client Client Business Name - You can easily update client business name in the settings section at any time Client Booking Domain - This domain will serve as a direct link to the booking form for customer access and as a unique login page for this Trafft account. The admin dashboard will be accessible via the same domain, appended with admin.trafft.com. Should there be a need for updates at a later stage, you can contact our support team Industry
4.	Add your client's First Name, Last Name and Email
5.	Add a global settings
6.	Your Client has been added and you can click on View Profile to access Client's page

Settings Page

On the settings page, you'll find multiple customization options, including:

Agency Name: You can effortlessly modify your agency's name at any time

Agency Primary Color: This determines the color of your clients' dashboards

Agency Logos

Application/Dashboard Background

Date Format

Custom SMTP Settings: These serve as the default settings for all your clients. You can later configure SMTP settings separately for each client.

Client Profile

In the Client's profile, in addition to the client's overview, you will find six additional options listed in the left sidebar:

Access as Agency: Clicking on this option will direct you to your Clients' admin dashboard where they can configure their services, manage employees, oversee appointments, and maintain their calendar, etc.

Visit booking website: Click on this option will navigate you to your Client's booking website.

Copy admin dashboard URL: This action will copy the link to your client's admin dashboard.

Invite User (Client) to Join: You can utilize this feature to invite your Client to access their admin dashboard by providing login information.

Reset admin password: In case your client forgets their login password or encounters any login issues, you can conveniently reset their password. An email with the password reset instructions will be automatically sent to your client.

Delete client: Here, you have the option to remove your client from your agency account

The primary section on the client's page enables you to perform the following actions:

Modify the client's name
Configure the domain for the client's administrative dashboard URL
Establish a custom domain for the Booking Website (will activatethe custom domain feature, which can be overridden by the client)

The final section in the Client's profile provides you with the ability to enable or disable specific features and integrations according to your preferences. If you choose to deactivate, for instance, Google Calendar and Google Meet, your Client won't have the option to connect their Google Calendar or use Google Meet.

Additionally, if you disable the option for "SMS Credits Purchase," your client won't be able to purchase additional SMS credits independently; instead, they will rely on you to allocate credits to them.

Billing Page

The Billing page shows a record of your transactions as the Agency owner, including plan invoices and SMS purchases. You can download the invoice by clicking on the three dots next to the specific invoice.

Furthermore, from this page, you can see the number of licenses you have allocated, and you also have the option to purchase SMS credits.

SMS Credits Purchase

You can conveniently acquire SMS credits by clicking the '+' button within the SMS Credits Left section, available on both the client's and billing pages.

Clicking the '+' button will initiate the checkout modal, allowing you to input the desired number of credits you want to purchase or select from predefined packages.

In the following step, you'll input your invoicing information and proceed to the checkout.

Now you are ready to distribute SMS crdits among your clients. You can do this from the main Client's page on your dashboard or from each Client's profile.

Current Limitations

Certain features and integrations, such as the calendar and online payments, include references to Trafft. Nevertheless, you have the option to deactivate client access to these features. The Trafft team will be addressing this matter in the upcoming period.