The HubSpot integration with TimeZest has just been released adding two new actions to apply to your appointment types:

When a prospect uses TimeZest to schedule an appointment with you and their contact information does not exist in HubSpot, TimeZest will use their information in the scheduling request form to create a new company and contact record in HubSpot.

The appointment details such as meeting time and date, host, attendee, and description will be added to the HubSpot Meeting, giving you the details you need to be prepared when meeting with the prospect or client.

To get started, here is a link to our Help Center docs: https://help.timezest.com/en/collections/9909315-hubspot

gives you the ability to set a maximum number of appointments to be scheduled on your calendar per day.

For example, using the screenshot above, if you send a scheduling request using the appointment type to multiple clients, you can set the 15-minute Phone Call appointment type to allow up to 3 of these appointments to be scheduled by your clients in a single day.

When that maximum number has been reached, the next client who tries to schedule a 15-minute Phone Call will not see that day as available and will have to choose another day to book an appointment.

This setting applies to both individual users and the users within a team, meaning that each team member will each get a maximum number of appointments to be scheduled per day.

TimeZest buffer times have been improved with a new capability to add the buffer times to your calendar so that other appointments cannot be scheduled during those times.

You will have a choice to enable the buffer times to be added to your calendar for the buffer periods either before the appointment, after the appointment, or both.

Once this capability is enabled, your calendar will now have a matching entry before and/or after the appointment. For example, if the appointment creates a ConnectWise schedule entry for the appointment, a matching schedule entry for the buffer will appear next to the appointment.

TimeZest now integrates with BambooHR.

With this integration, any approved PTO in BambooHR will be considered as in TimeZest when offering appointments to end users.

: The BambooHR integration with TimeZest requires that the feature is enabled in your BambooHR account in order to get the employee information.

Setup is simple:

We'll do the rest!

TimeZest has been updated to give an additional option to ask the end user for their best contact phone number if it is not known.

The first part of the setup is the same as it has always been where you determine if you want the appointment to ask the end user for the best contact number in the section:

When you click to expand the section, you will be presented with three options to choose from:

The first option will require the end user to enter a phone number before confirming the appointment. The second option will present the Phone Number field to the client but is not required to enter a phone number so they can leave it blank and proceed to confirm the appointment. The third option will remove the Phone Number field completely.

A prompt will appear at the bottom when the "Never ask" option is selected to indicate which action may be using the Phone Number variable to display.

In the screenshots below, you will see that when the "Never ask" option is selected, TimeZest indicates that the action to create an activity may not function because the Client Phone Number variable is used:

This is especially helpful if you have appointment types in Workflow mode and you may have the Client Phone Number variable that may be in use.

If you've ever missed an upcoming meeting with your client because you didn't have your Outlook reminders turned on or because you got distracted and didn't notice the meeting on your calendar, then TimeZest has another solution to remind you about an upcoming meeting.

The new is used to allow you to post a direct message to a Teams channel or to the scheduled users of that meeting. You can set up your appointment types to send different Teams messages such as when a meeting is about to start or when the client cancels the appointment.

If you are on the TimeZest , you will be able to set up the integration. Start by using the documentation in our Help Center: Installing the Microsoft Teams (Messaging) Integration

Once the integration has been set up, you will create the actions within the appointment type to post a message to a Microsoft Teams channel:

or post a chat message to the scheduled users:

Filters have been added to the screen, screen, and the screen allowing you to narrow down your search results to find the records that you are looking for.

Are you looking to find inspiration to build new appointment types to offer to your clients? Our pre-build templates are created for various uses including setting up meetings for new employee training, meetings that include a Microsoft Teams link, unattended remote sessions, and more.

If any of these appointment types can be used in your organization, you can start by clicking on the Explore them now link at the top of the Appointment Types screen and import any templates that will work for you.

: There will be templates that you cannot download if you do not have the integration set up such as the Microsoft Teams integration or Zoom integration.

We've added a new image element to the email editor which allows you to include an image hosted elsewhere (i.e. not attached to the email) in your templates. This should significantly increase the flexibility of the email editor, and allow much more complicated designs to be simulated with images (as is done with universally with emails).

We've just launched our newest PSA system integration, HaloPSA. TimeZest's custom tab allows users of HaloPSA to schedule appointments directly from tickets in HaloPSA, and the integration supports all the features of TimeZest such as status updates, writing notes on tickets and updating contact phone numbers.