The Create a schedule entry in the schedule user's ConnectWise PSA calendar action creates a schedule entry in the ConnectWise PSA calendars of those scheduled users who have ConnectWise PSA set as their calendar for TimeZest to write appointments to.
This action is available when your TimeZest account is connected to ConnectWise PSA.
Configuration Options
This action can be configured with the following options:
The service location dropdown specifies the service location of the schedule entry that TimeZest creates in ConnectWise PSA. The values for this field are drawn from the "Locations" setup table.
The schedule status dropdown specifies the schedule status (i.e. Firm / Tentative) of the schedule entry that TimeZest creates in ConnectWise PSA. The values for this field are drawn from the "Schedule Statuses" setup table.
The Reminder dropdown instructs TimeZest to set a reminder alert for the appointment/assigned user in ConnectWise PSA.
** Note: This reminder is not for the end user/client.**
For additional information about this feature: Tutorial: Adding a reminder to appointments in ConnectWise PSA | TimeZest Help Center
Additional Logic
This action will only create schedule entries for those scheduled users who have ConnectWise PSA set as their writeable calendar.
TimeZest will skip this action if there is no service ticket associated with the scheduling request because ConnectWise PSA requires that each schedule entry is linked to a ticket. For use with a sharable URL, this means you will want to ensure Create ConnectWise PSA service ticket and Create a contact in ConnectWise PSA actions are in the workflow.
TimeZest will also skip this action if does not have a ConnectWise PSA integration connected to it.