TimeZest

Johannah Strobaugh

Seth Wilson

Gerwai Todd

Step-by-step setup guides and user training

Get Started! Guides and Training

A guideline for best practices to key foundational features.

Free Plan Setup Guide

Use this simple guide to set up the core features and integrations that keep scheduling smooth and efficient.

Kickstart Your Professional Plan: Setup Checklist

Best practice setup recommendation to support the lifecycle of a scheduling request.

Lifecycle of a Scheduling Request in TimeZest

Feature Setup Guides

Using TimeZest within tickets, training documentation.

Scheduling with TimeZest: In Ticket User Training.

Streamline your workflow and client communication with TimeZest.

Working with TimeZest: A Practical Guide for Daily Use

Set your team up for success with streamlined adoption and measurable impact.

Driving Team Adoption of TimeZest: A Rollout Guide for Administrators

Simple client bookings made powerful, TimeZest adoption tips for sales pros.

Client‑Centered Booking: Using TimeZest Links in Sales

Supporting Technicians with Rotating Schedules in TimeZest

Overcoming Teams' Resistance to TimeZest

Team Onboarding Resources

A series of emails to communicate the benefits of TimeZest to your clients and educate them on what to expect as you rollout TimeZest.

TimeZest Email Campaign for your Customer Rollout

Here is what you can expect when scheduling with your service provider.

Scheduling Appointments with TimeZest

End User Resources

How to use TimeZest's WYSIWYG ("What You See Is What You Get") Email Editor.

1. TimeZest's WYSIWYG Email Editor

2. Layout and Content in the WYSIWYG Email Editor

3. Formatting text in the WYSIWYG Email Editor

4. Variables and Display Conditions

5. Buttons, Logos, Spacers, and Images

6. The "Send an email" Workflow Action

7. The Default Email Template

Starting with the WYSIWYG Email Editor

Set up user roles and define their permissions to use TimeZest

Roles

Manage the role for each user's TimeZest profile

Users

View and compare the permissions of each built-in role

Permissions Matrix

Jason Casuga

Role-Based Access Control (RBAC) in TimeZest is a powerful new way to manage access and permissions within your account. With RBAC, you can now assign users to predefined roles such as Admin, Dispatcher, User, or Finance, each with tailored access to features and settings based on responsibility. This streamlines team management, enhances data security, and ensures that users have exactly the access they need. 

Roles and permissions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.