The Create an Office 365 Event action creates a event in the Office 365 / Exchange calendars of those scheduled users who have Office 365 set as their calendar for TimeZest to write appointments to.

This action is available when your TimeZest account is connected to Office 365.

Configuration Options

The show time as option controls the type of the created event (free, busy, out of office etc) in the Office 365 calendar.

The description field controls the description of the event created in Office 365.

The text in blue backgrounds are variables, which TimeZest will replace with the actual values for the ticket / scheduling request when it generates the text for the note. When editing the note content, you can insert a variable by pressing Ctrl + { (i.e. Control and the left curly brace), which will display a list of all variables. Typing a few additional characters will filter this, and you can either click on the variable you want to insert, or use the arrow keys and press enter to insert it.

The complete list of variables which TimeZest can insert into a note is the following:

  • Agreed Time For Appointment (Client TZ) - the time the customer has selected for their appointment, formatted as a long string, e.g. "1:30pm on Wednesday, July 7, 2022 (Eastern Time (US & Canada))". This time will be in the time zone used by the client when they scheduled their appointment.

  • Agreed Time For Appointment (Scheduled User TZ) - the time the customer has selected for their appointment, formatted as a long string, e.g. "1:30pm on Wednesday, July 7, 2022 (Eastern Time (US & Canada))". This time will be in the time zone configured for the first scheduled user.

  • Appointment Cancelled By - a string which indicates if a cancelled appointment was cancelled by the client or a technician. It will have the value of either "client" or "technician".

  • Appointment External Name - the external name for the appointment, as configured in the appointment type.

  • Appointment Internal Name - the internal name for the appointment, as configured in the appointment type.

  • Cancellation Reason - the cancellation reason, if given, when an appointment has been cancelled by a client.

  • Client Company Name - the name of the client's company.

  • Client Email Address - the client's email address.

  • Client First Name - the first name of the client.

  • Client Last Name - the last name of the client.

  • Client Name - the full name of the client.

  • Client Phone Number - the phone number given by the client when scheduling

  • Client Phone Type - the phone number type selected by the client when scheduling

  • Client Time Zone - the time zone used by the client when scheduling their appointment.

  • Online Meeting Client URL - the URL that the client should use to join the online meeting for an appointment, if one has been created.

    Online Meeting Technician URL - the URL that the technician should use to join the online meeting for an appointment, if one has been created.

  • Online Meeting Password - the password needed to join the online meeting, if one has been created.

  • Online Meeting Type - a string indicating the type of online meeting - either "Zoom" or "Microsoft Teams".

  • Rescheduling URL - the URL a client can use to reschedule, if rescheduling is permitted.

  • Resource Names - the names of the resources for the appointment, joined into a sentence.

  • Scheduled User Names - the names of the scheduled users, joined into a sentence.

  • Scheduling URL - the URL the client can use to schedule their appointment

  • Ticket Number - the number of the ticket associated with a scheduling request, if one is associated

  • Ticket Summary - the summary of the ticket associated with a scheduling request.

Each paragraph has a "condition" which determines, based on if a variable actually has a value or not, whether TimeZest includes it in the note it generates. In the examples above, TimeZest will always include the first paragraph in the note it creates in ConnectWise Manage, but only include the second and third paragraphs when there is a value for the Online Meeting Technician URL and Online Meeting Password variables respectively.

To edit the condition for a paragraph, simply click on the grey right margin, and select the condition:

Additional Logic

TimeZest will skip this action if there is no longer an Office 365 integration connected, or if no users being scheduled have Office 365 configured as their calendar to write appointments to.

This action is a critical action, which means that no actions after it will execute if it fails to run correctly.

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