Custom Attributes is only available to TimeZest subscribers on the TimeZest Professional plan.
Custom Attributes allows you to define attributes, and give them a value for each member in your organization. When TimeZest sends confirmation emails, you can then include the values of these attributes for the scheduled member.
You could use custom attributes in a number of ways:
To include the URL of a personal Zoom or WebEx meeting room for a call to be made via video conference.
To add additional information about members to your templates - job titles, direct phone numbers or location information.
To provide custom HTML email signatures for each member, and include those in your emails.
Defining Custom Attributes
Before you can use custom attributes, you have to define them. This is done in the new Custom Attributes section of TimeZest. Click New Custom Attribute to add a new custom attribute:
Three pieces of information are needed to define a custom attribute:
Its name - this is a value like
webex_urlordirect_phone_numberwhich is used to refer to the value of the attribute in email templates. It can contain only lowercase letters, numbers and underscore characters.Its description - a human readable description that explains what the attribute it. This is only used inside TimeZest, and isn't visible to clients.
Its type - the type of data that is to be stored in the custom attribute. At present, only String and Text types are available. String is for short pieces of text, and Text is for longer pieces.
When you click Save, TimeZest will create the custom attribute, and show you more details about it - most importantly, the list of members who do, and who don't have a value defined for the attribute. As this is a newly created attribute, no members will have a value defined for it:
To set a value for a member, click Configure, and you'll be taken to the member's configuration screen. It now displays fields for the custom attribute:
Simply add the value you wish, and click Save.
Using Custom Attributes
There are two ways to use custom attributes. The first is to configure TimeZest to include the value of a custom attribute for a member who is scheduled for an appointment in the Location field of the calendar invite we send to clients when they confirm an appointment. This can be configured for each appointment type in its settings page:
The second way to use custom attributes is to include them in confirmation email templates. Custom attributes are not available in notification or reminder templates as TimeZest does not know which member will be scheduled (for example, when a scheduling request with a team is created), so does not know which values to use.
To include the value of a custom field in an email template, begin by placing the curser in the text area you want to add the URL then type the { character to display the variables list. Select the variable from the list that you defined above and TimeZest will replace that with the actual URL.
