TimeZest

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

Jason Casuga

Johannah Strobaugh

Alex Strobaugh

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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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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