TimeZest will bring automation to scheduling appointments with your clients. As a user of TimeZest, we want to bring a clear understanding of what you can expect and what your clients will experience. Many features are customizable, if you notice areas that could use an adjustment, please communicate these with your Administrator.
Standard scheduling within a Service Ticket
Canceling an Appointment
There are many reasons a technician may need to cancel a session, let's walk through how TimeZest handles cancellation on the user's side of things.
Next to the meeting that you need to cancel select Actions then Cancel.
When the appointment has been scheduled by the client/ end-user a box will appear for you to send an email to the end-user explaining the reasoning for cancellation. This will also log this communication inside the internal notes.
When you have scheduled a call, the meeting will appear on your ConnectWise Calendar, just as any other schedule entry. The color of the appointment will be determined by if you are scheduling within a Service Ticket or Project Ticket.
Features to know:
Per-Appointment Date & Time Limits is the Additional Options button right below the Resources dropdown. Explore this feature for on-the-fly scheduling parameters.
Panel Scheduling allows you to schedule up to three internal resources on a single call. TimeZest will display common availability for those resources to the end-user and include all resources on the appointment.
Team Scheduling is different than Panel Scheduling. When you review the Resources drop-down, you'll see Teams listed (if set up in your system). When a Team is used, only one member of that team will be scheduled for the call. Think of it as automatic dispatching within a group of predetermined individuals.
Duration allows you to change the duration of the appointment, on the fly. This will override the duration setting of an Appointment Type.
Schedule an appointment with a different contact allows you to send the meeting invitation to another contact other than the primary contact on the ticket.
Copy scheduling URL is available in two ways.
Copy the scheduling URL of an invitation that was previously sent.
Copy a new scheduling URL to include in an email you are already sending.
To copy a scheduling URL for an invitation that was already sent, select the Actions dropdown next to the appointment, then select Copy URL
To copy a scheduling URL to include in an email you are already composing while bypassing sending the invitation via TimeZest select the Resources and Appointment Type then click on our logo on the right.
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 at [email protected].