TimeZest

Johannah Strobaugh

Seth Wilson

Gerwai Todd

Step-by-step setup guides and user training

Get Started! Guides and Training

A guideline for best practices to key foundational features.

Free Plan Setup Guide

A setup guide for the key features available in the Advanced Plan.

Advanced Plan Setup Guide

A guideline for setting up key features available in the Professional plan.

Professional Plan Setup Guide

Feature Setup Guides

Describing how TimeZest will match contacts with Shareable URL scheduling.

How TimeZest matches CW Contacts

Using TimeZest within tickets, training documentation.

Scheduling with TimeZest: in-ticket user training.

User Training

A series of emails to communicate the benefits of TimeZest to your clients and educate them on what to expect as you rollout TimeZest.

TimeZest Email Campaign for your Customer Rollout

Here is what you can expect when scheduling with your service provider.

Scheduling Appointments with TimeZest

End User Resources

How to use TimeZest's WYSIWYG ("What You See Is What You Get") Email Editor.

1. TimeZest's WYSIWYG Email Editor

2. Layout and Content in the WYSIWYG Email Editor

3. Formatting text in the WYSIWYG Email Editor

4. Variables and Display Conditions

5. Buttons, Logos, Spacers, and Images

6. The "Send an email" Workflow Action

7. The Default Email Template

Starting with the WYSIWYG Email Editor

Set up user roles and define their permissions to use TimeZest

Roles

Manage the role for each user's TimeZest profile

Users

View and compare the permissions of each built-in role

Permissions Matrix

Jason Casuga

Role-Based Access Control (RBAC) in TimeZest is a powerful new way to manage access and permissions within your account. With RBAC, you can now assign users to predefined roles such as Admin, Dispatcher, User, or Finance, each with tailored access to features and settings based on responsibility. This streamlines team management, enhances data security, and ensures that users have exactly the access they need. 

Roles and permissions

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Roadmap

Terms

Privacy

Find answers and get help from Intercom Support and Community Experts

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