TimeZest brings 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.
Basics of Scheduling with TimeZest
When you have scheduled a call, the meeting will appear on your Autotask Calendar, just as any other schedule entry.
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 call.
Team Scheduling is different than Panel Scheduling. When you review the Resources dropdown, 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.
Use different appointment duration will override the default duration set on the Appointment Type.
Schedule appointment with a different contact allows you to select a different contact within the same company while leaving the original contact on the ticket.
Tip: You can schedule multiple meetings with varied contacts within the same company and ticket.
Actions apply to specific scheduling requests. Each scheduling request will have its own action functions.
Cancel allows you to cancel a scheduling invitation or a scheduled meeting.
Note: If you are canceling a scheduled appointment, a box will appear to send the client a note regarding the cancellation.
Copy Scheduling URL places the scheduling URL on your clipboard. This is helpful if you need to assist a client who cannot find their initial invitation.
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].