How To Use Tradify's Free Connection Account

Topic

Learn how to use Tradify Connect's free account feature to work alongside your peers using Tradify.

Tradify Connect's free account allows you access to:

• Scheduler 
• Connections
• Help
• User Settings

You can easily upgrade your Tradify Free Account within the app if you're interested in using the app more. Start a free trial here. 

Video Guide

Accept a Tradify Connect Appointment 

You'll receive an email from a Tradify user to accept or decline an appointment. Clicking the link takes you to the Scheduler. The Scheduler displays appointments you've scheduled or that are assigned to you. Pending appointments appear as white boxes with colored borders.

To action an appointment:

1. Select the appointment.
2. Info about the job appointment will show on the pop-up, alongside a few options.
3. Select Accept or Decline based on your availability.

If you accept the appointment, the box within the scheduler will appear coloured in. If you decline the appointment, the appointment will disappear. The organiser will be notified of your response In both cases.

Create a new appointment

1. Navigate to the Scheduler.
2. Click on the scheduler on your preferred date and time to create an appointment at that time.
3. Add yourself or your connection by selecting the + button under Staff and Connections. 
4. Enter any other relevant details to the appointment in the Notes section and select Save (If scheduled to a connection, this will send out an invitation to your Connection via email).

The appointment on your scheduler will vary in appearance based on the invitation status:

• A white box with a coloured border means that an appointment is Pending.
• A fully-coloured box means that your Connection has Accepted the appointment.
• A red box means that your Connection has Declined the appointment.

You can also integrate your Google Calendar to your Tradify Connect account to help with managing your Schedule. For info on this, see here: Connect and Use Google Calendar in Tradify Web. 

Add New Connections

1. Head to your Connections tab. 
2. Select Add a Connection.
3. Enter in their email address. 
4. Select Send Invitation to Connect.

The pending connection will receive an email invitation. When your invitation is accepted, you will be connected. To see the status of your connections, head to the Pending Connections or Active tab within Connections page.

To remove an active Connection:

1. In the Active tab, select the connection you want to remove.
2. Select Disconnect in the pop-up.

To remove a Pending Connection:

1. In the Pending tab.
2. Select the x at the right side of the connection line to remove/delete this Connection.

Access User Settings

Select the Company name in the top left corner of the screen to access your user settings. On this page, you can update the following info/details:

• Add a profile picture
• Edit your name and email
• Add your mobile number
• Integrate your Tradify account with Google Calendar. 

Additional Information

For more info on connections, see here: Add Connections on Tradify