Often times, the client doesn't need to get immediate service and is not available today to meet with you. So when they book a TimeZest appointment, they choose a date/time some time in the future. In between that time, the issue on the ticket can be resolved and you no longer need the appointment.

Instead of remembering (and often forgetting) to cancel the future appointment on the ticket, TimeZest can automatically cancel the appointment or scheduling request on the ticket for you when that ticket is set to a Closed status.

To set up each appointment type to enable this capability, navigate into the appointment type's settings and click the Scheduling Options section to expand it. Under the Closed Ticket Handling section, enable the toggle "Cancel any appointments if the ticket is closed" and save.

For appointment types in Workflow mode, add the new trigger in the Trigger Type drop-down called, "When the associated ticket is closed with upcoming appointments or scheduling requests":

When adding this trigger, we suggest to add the following actions:

Once this setting is enabled, simply work through your tickets and close them as usual. TimeZest will monitor any tickets that have an open appointment or pending scheduling request and cancel them when the ticket is set to a Closed status.

TimeZest will then remove all associated appointments and online meetings (freeing up the user's calendar) as well as add a note to the ticket indicating that the appointment or scheduling request has been cancelled because the ticket was closed.