TimeZest's team scheduling feature allows you to define teams of members — either in TimeZest, or from existing Project and Service Teams in ConnectWise Manage. You can then request a client schedule a time with the team, and TimeZest will automatically schedule the appointment with an available member. Just like when scheduling with a single member, TimeZest will take into account business hours, holidays, and existing calendar entries when scheduling with a team.
Scheduling With Teams
Scheduling with teams works just the same as scheduling with individual members in TimeZest. Once you've defined your teams(s), they'll appear in the "Resource" drop down in the TimeZest pod. Select the team, select the appointment type and click Schedule.
TimeZest will send an email to the client asking them to schedule an appointment with the team, with a link for the client to click on to allow them to do that. TimeZest will display a list of times where at least one team member is available, and when the client selects a time, TimeZest will schedule an appointment with an available member.
TimeZest supports 3 types of teams: Service Teams, Project Teams and TimeZest-Defined Teams.
- Project Teams and Service Teams are the teams already defined in ConnectWise Manage (as part of the Service Board and Project Board setup tables). These teams are managed in ConnectWise Manage, and TimeZest will automatically stay updated as you change the members who are in each team.
- TimeZest-Defined Teams are teams defined entirely in TimeZest, and don't appear in ConnectWise Manage. You can use these teams to define ad-hoc teams, perhaps to cover a holiday, or to define teams that don't quite match to a project or service team in Manage.
Each team has an internal name and an external name. We use the internal name when referring to the team in TimeZest, ConnectWise Manage, and with your members. The external name is used in any communication with your clients – in the emails we send, and in the appointment web UI. If you don't set an external name, TimeZest will use the internal name when communicating with clients.
You can also select the scheduling algorithm which TimeZest will use when allocating appointments to members of a team:
- Round Robin — TimeZest will allocate appointments to team members on a round-robin basis, so it won't allocate an appointment to a team member again until all other team members have had an appointment allocated to them. This means that all team members will get a roughly equal number of appointments, but it may mean that clients have less options to choose from.
- Maximum Availability — TimeZest will offer the maximum number of appointment slots that it can to clients. This will mean that some members get far more appointments than others, but makes it more likely an earlier or more convenient appointment is available for a client. In this mode, when there is more than one member who can accept an appointment for a particular time, TimeZest will choose one at random.
To add a team from ConnectWise Manage, go to Settings > Teams, and click Add New Team. You can then select the board and team (for Service and Project Team), or the name for the new team (for TimeZest-Defined Teams).
For Service and Project teams, TimeZest will tell you which members in the team have been activated.
Once a team has been created, you can edit its details, and — for TimeZest-Defined Teams — its membership by clicking on it in the Teams list.
There are two caveats to be aware of when using team scheduling:
TimeZest will only schedule activated members in a team. Regardless of whether a member is added to a team, either in TimeZest or in ConnectWise Manage, if that member isn't activated in TimeZest, then TimeZest won't schedule any appointments for that member.
TimeZest doesn't enforce ConnectWise Manage's restrictions on Project Teams. ConnectWise Manage only allows schedule entries for a project ticket to be created for members who are part of the project team for the project to which the ticket belongs. TimeZest doesn't check or enforce this, so if you attempt to schedule a project ticket with (for example) a service team with different members, ConnectWise Manage will reject the schedule entry we try to create, and your clients will see an error. We hope to address this in a future release.