Features

Using TimeZest

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18 articles in this collection
Written by Jason Langenauer

Per-Appointment Date & Time Limits

Adjust how TimeZest schedules on the fly, and for each individual appointment.
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Written by Jason Langenauer
Updated over a week ago

Updating Contacts Automatically

When clients give a phone number, TimeZest can automatically update their contact records.
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Written by Jason Langenauer
Updated over a week ago

Panel Scheduling

Schedule appointments with up to 3 people.
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Written by Jason Langenauer
Updated over a week ago

Creating Appointment Types in TimeZest

Appointment Types are key to customising TimeZest to suit your workflows.
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Written by Jason Langenauer
Updated over a week ago

Getting Started With Rescheduling and Cancellation

Preparation before turning on rescheduling
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Written by Jason Langenauer
Updated over a week ago

Scheduling Online Meetings with Zoom

Automatically add a Zoom online meeting to appointments.
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Written by Jason Langenauer
Updated over a week ago

Rescheduling and Cancellation

Allow your clients to change and cancel their appointments
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Written by Jason Langenauer
Updated over a week ago

Team Scheduling

Allow clients to schedule with any available member of teams you define.
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Written by Jason Langenauer
Updated over a week ago

Scheduling Appointments with the TimeZest Pod

How to schedule project and service tickets directly in ConnectWise Manage
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Written by Jason Langenauer
Updated over a week ago

URL-based Scheduling

Allow clients to schedule, without manually creating a scheduling request.
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Written by Jason Langenauer
Updated over a week ago

Shareable URLs

Allow your clients to schedule - without an existing ticket.
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Written by Jason Langenauer
Updated over a week ago

Branding TimeZest

Configure TimeZest to match your brand.
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Written by Jason Langenauer
Updated over a week ago

Custom HTML Emails

Completely control the text, layout, appearance and branding of the emails TimeZest sends.
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Written by Jason Langenauer
Updated over a week ago

Integrating TimeZest with Office 365

Use Office 365 to securely send TimeZest's emails.
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Written by Jason Langenauer
Updated over a week ago

Using your own SMTP Server

TimeZest can use your own SMTP server to send its emails.
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Written by Jason Langenauer
Updated over a week ago

Getting Started with Custom Attributes

Include member-specific information in your emails - like Zoom URLs and job titles.
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Written by Jason Langenauer
Updated over a week ago

Reminders

Automatically remind clients if they don't respond to a scheduling request.
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Written by Jason Langenauer
Updated over a week ago

Scheduling online meetings with Microsoft Teams

Automatically schedule a Teams online meeting
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Written by Jason Langenauer
Updated over a week ago