Intro to the dashboard
The TimeZest Dashboard provides data about your company's performance using TimeZest scheduling requests. Here you'll be able to view appointments that have been scheduled and cancelled as well as appointment requests that have not been responded to by your clients.
TimeZest Usage
To view more usage in the past, use the filters at the top to find scheduling requests within a date range:
You can also see how well your email notifications are performing using the Open Rate and Click-to-Schedule Rate percentages.
Scheduling Requests
This area within the Dashboard displays a list of all scheduling requests made including sent requests that your client has not opened yet, booked appointments, and also cancelled appointments:
Canceling Scheduled Appointments / Sent invitations
Appointments and open scheduling requests can be canceled directly from the dashboard and from within the specific audit trail.
Things to know:
Useful if the appointment was scheduled via Shareable URL.
This button will only display if the scheduling request hasn't yet been scheduled, or if the scheduled appointment time is in the future.
If this is a scheduled appointment, a cancellation reason box will populate. This will email your scheduled contact a custom message along with marking their calendar entry as "Cancelled".
Audit trail
The audit trail breaks down every individual action in the TimeZest workflow for each scheduling request. This is a useful tool for troubleshooting. A Cancel button will show only if the scheduled appointment time is in the future.
If you want to edit the individual workflow actions taken, learn more here: Introduction to Workflows.
If you have any questions, please feel free to reach out by clicking on the chatbox to the right or at [email protected].