Onboarding a new product can sometimes be overwhelming. Here are a few areas to ensure you don't miss. These features will ensure you get the most out of the TimeZest, beyond the basics.

Features we discuss:


Reminders

Use Reminders to automatically remind clients to schedule their appointments. The benefit to using the Reminders inside of TimeZest is that the call to action is visible inside of the emails your client receives. This minimizes the chances of the appointment not being scheduled in a timely manner. Reminders are configurable for each Appointment Type.

For more details visit: Reminders


Board Configuration/ Status Configuration

The Board Configuration will automatically keep your ticket statuses up to date. These should all be set up to maintain visibility, clean tickets, and record keeping.

Status after creation is the status after an invite is sent. Use a status that does not have any email workflows attached to it inside your PSA.

Status after scheduling is a "scheduled" status

Status after cancellation is used when Cancelling & Rescheduling is turned on. This can be used in conjunction with workflows within your PSA to automate processes.

No-Response status can be used in conjunction with workflow to send automated emails and auto-closure notices.

*The timing of the No-Response status should be after both Reminders.


Buffer Times

By setting up Buffers inside Appointment Types, will ensure meetings are not booked back to back. It is important to provide room for things such as note-taking and meetings running long. By taking this into account you provide a better customer and technician experience.

For more details: Buffer Times


Minimum Notice & Scheduling Window

When setting up these features, be methodical about the types of appointments you are setting up.

Minimum Notice feature helps ensure technicians have the appropriate time needed to prepare for an appointment. A Phone Call will need less notice than an Onsite appointment.

Scheduling Window sets parameters for how far out a client can schedule.

For more details: New Feature: Minimum Notice and Maximum Scheduling Windows


Best Contact Number

Leverage phone number collection to ensure resources have the best phone number for the appointment.

For more details: Updating Contacts Automatically


This is our collection of help articles containing detailed information on all features available in TimeZest: Features | TimeZest Help Center. If you have any questions, please feel free to reach out by clicking on the chatbox to the right or email [email protected].

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