TimeZest

Johannah Strobaugh

Seth Wilson

Jason Casuga

Tips, Tricks and Tutorials

Overcoming Teams' Resistance to TimeZest

Use the dashboard to review audit trails, cancel meetings, and download reports.

The TimeZest Dashboard

Level up your CloudRadial ticketing system with the power of TimeZest.

TimeZest with CloudRadial

Automate Ticket Creation and Scheduling for Large Projects

Use TimeZest's Generate URL feature to send confirmation of an agreed-upon appointment time to your client.

Scheduling Agreed Upon Appointments for a Client

A quick tip for organizing, managing, and using multiple Shareable URLs inside your inbox.

Managing and Using Shareable URLs with TimeZest's Microsoft 365 Integration

Automatically collect new phone numbers and update your PSA

Keep Client Phone Records Up To Date

Team Scheduling automates and standardizes dispatching.

Simplify and Streamline Dispatching

How to increase the size of the TimeZest pod inside ConnectWise PSA

Increasing TimeZest pod size

Tips & Tricks

Use TimeZest to standardize the scheduling experience and simplify multi-department collaboration.

Scheduling for Sales Teams

If you're already writing to a customer, you can include a TimeZest email instead of sending an invitation separately.

How to include a TimeZest URL in an email you're already sending.

A tutorial on setting up links for use within signature blocks.

Scheduling Links Inside Email Signature Blocks

How to use Custom Attributes for Online Meeting URLs.

Tutorial: Using Custom Attributes for Online Meetings

Scheduling QBRs using TimeZest and Autotask

Scheduling QBRs using TimeZest and ConnectWise PSA

Create QR codes for clients to scan, taking them directly to a TimeZest scheduling page.

Use Case: QR codes to schedule meetings

Step by step guides for use case processes

Tutorials 

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Track the progress of all tickets related to your company.

Tickets portal.

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