After almost 6 months of development, we've released TimeZest's new WYSIWYG - "What you see if what you get" email editor, which should make it much easier to generate emails in TimeZest.
Full introduction to this feature is here: https://help.timezest.com/en/articles/7983112-1-timezest-s-new-email-editor
Two new fields have been added to the "Scheduling Options" section of all appointment types. They are "minimum notice for changes" and "custom note to client".
When the "minimum notice for changes" has a value, then TimeZest will only allow cancellation and rescheduling of an appointment at least that amount of time before the appointment. After that, it will display the configured message to end users instead.
TimeZest now does not automatically invite email addresses set as "CC" email addresses on CWM tickets as guests to the appointment. They are still prefilled in the pod, but now require the "Invite guests" checkbox to be explicitly ticked.
The configuration of boards/statuses (for ConnectWise PSA) and statuses (for Autotask) which control the status updates TimeZest does on tickets have been moved from their current location in the main menu.
This configuration is now found in the relevant integration page (Autotask or ConnectWise PSA) which can be accessed by clicking "Integrations" in the main menu.
The operation of this feature has not changed.
TimeZest has previously supported overriding the availability of a resource in the pod by specifying a time of day for both the "Allow the client to schedule no earlier than" and "Allow the client to schedule no later than" options in the Pod/Insight.
This was a feature which was only poorly used, and had a confusing and unintuitive interface, so we have removed it.
We've updated the time shown against the status of an appointment in the TimeZest pod/insight. Previously, it showed the time that the user scheduled their appointment. Now it shows the time and date of the scheduled appointment.
When a user schedules using a shareable URL, TimeZest executes the "Create Contact" action, which attempts to find a contact with a matching email address, and only creates a new contact if one cannot be found.
When a new contact is created, TimeZest will also try to find a company where users match the domain part of the email (i.e the part after the '@' sign), and use that company rather than creating a new contact if one is found.
Until now, TimeZest did this also with free email addresses, such as GMail, Yahoo Mail and Fastmail, which meant that if any existing company in Autotask or ConnectWise Manage had a user with a free email address, the new contact would be created in that company, which was not usually desired.
When a new contact is created now with a free email address, TimeZest will always create a new company (with the name entered by the user), or use the catch-all company if configured.
We have increased the maximum number of resources that can be assigned to an appointment from 3 to 4. This limit has been in place for performance reasons when scheduling, and we will monitor this new change with the hope that we can increase it further without problems.
We have changed TimeZest's logic when scheduling appointments using shareable URLs, and the following conditions are met:
- allusers being scheduled have Office 365 set as their writeable calendar.
- the appointment type is configured to create an activity.
When these conditions are met, TimeZest will
notcreate a contact in ConnectWise Manage, which it was doing before. This change was made to avoid the issue of unneeded contacts being created in Manage when appointments for non-Manage users are being scheduled by TimeZest.
We fixed a validation error where TimeZest was not correctly comparing minimum notice and scheduling window times when saving an appointment type, and thus was preventing saving of edits for the "scheduling options" section.
TimeZest ensures that the scheduling window is longer than the minimum notice period to avoid situations where it there would be no available period to schedule in.