Sometimes being able to schedule a meeting for a pre-determined appointment time can be a valuable resource. Using this tip, you can select an available time and send the client a confirmation email in real time.
Key use ideas:
Follow-Up Sessions: Schedule a follow-up session in real-time while the client can confirm their schedule.
Intake Calls: A coordinator can schedule an appointment with a resource or team in real time while gathering details from the client.
First Touch Calls: When a tech receives a ticket not already scheduled, if the client is unable to discuss the issue at that time, they can confirm a time that would work and send confirmation immediately.
It is important to ensure your client has confirmed this time works for them to avoid no-shows, confusion, and rescheduling. TimeZest is unable to review your client's calendar for conflicts.
Create Appointment
Select the Create Appointment tab
Select who will be Assigned and the Appointment type
Select the Date and Time
Select whether or not you would like to trigger workflow actions
Create Appointment
The Trigger Workflow Actions toggle will ensure that the appointment will:
Create/find a PSA contact
Send the client an email with a scheduling link confirming the scheduled time with the calendar invite
Create a ticket (if one doesn't already exist) or linking the request to the existing ticket
Keep in mind that the additional options within you PSA pod/tab do not apply to the create appointment tab
Schedule the Appointment
Simply open a new browser and paste the link that has been generated and automatically copied to your clipboard within a new browser window.
Select the date and time agreed upon with your client.
TimeZest will now confirm the appointment for both the technician and client, send confirmation emails, and update the ticket and status.
If you have any questions, please feel free to reach out by clicking on the chatbot to the right or at [email protected].