TimeZest

Johannah Strobaugh

Jason Casuga

Alex Strobaugh

Tips, Tricks & Tutorials

Use the dashboard to review audit trails, cancel meetings, and download reports.

The TimeZest Dashboard

Automate Ticket Creation and Scheduling for Large Projects

Use TimeZest's Create Appointment or Generate URL feature to send confirmation of an agreed-upon appointment time to your client.

Scheduling Agreed Upon Appointments for a Client

A quick tip for organizing, managing, and using multiple Shareable URLs inside your inbox.

Managing and Using Shareable URLs with TimeZest's Microsoft 365 Integration

Team Scheduling automates and standardizes dispatching.

Simplify and Streamline Dispatching

How to increase the size of the TimeZest pod inside ConnectWise PSA

Increasing TimeZest pod size

Tips & Tricks

Use TimeZest to standardize the scheduling experience and simplify multi-department collaboration.

TimeZest for Sales:  Admin Configuration and User Setup

If you're already writing to a customer, you can include a TimeZest email instead of sending an invitation separately.

How to include a TimeZest URL in an email you're already sending.

A tutorial on setting up links for use within signature blocks.

Scheduling Links Inside Email Signature Blocks

How to use Custom Attributes for Online Meeting URLs.

Tutorial: Using Custom Attributes for Online Meetings

Scheduling QBRs using TimeZest and Datto Autotask PSA

Scheduling QBRs using TimeZest and ConnectWise PSA

Create QR codes for clients to scan, taking them directly to a TimeZest scheduling page.

Use Case: QR codes to schedule meetings

Best Practices when changing your company's name

Account Name Change

Step by step guides for use case processes

Tutorials 

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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