Feature Requests

Allow specified users to choose local login over SSO. Especially useful if the IDP is having issues or SSO is misconfigured.

User availability calendar is not an improvement. Not being able to see a full workday in hours while adjusting is tedious. Let me adjust the size of the pods or at least collapse them so that they can be created at an appropriate size. (Image Shows how now scrolling down to set the end time puts the displayed time range out of view. The grid is a helpful reference, but inevitably, you will find yourself off by an increment. If I am adjusting the schedule for all work days at once, I'm not going to scroll back up to validate - I'm going to move through dragging all the boxes first. Then Scroll back up to find the mistake and have to do the work over again.) Additionally, this would be improved by being able to copy the time blocks. Also, selecting groups of existing blocks so that adjustments can be mirrored (i.e., I could select 3 of 5 blocks and drag one down by 60 min, and the others would also drag their lower edge down by 60 min. They would not necessarily end at the same time, but their relative change would be the same.)

It would be nice if the reminders didn't fire over the weekend or at least had the option to restrict it to business hours only. Pausing the timer for the weekend or something similar and resume it on Monday. Holidays too.

It would be nice if we could do different line spacing in our email templates, e.g. double spacing.

In it's current state I'm unable to send a teams chat to the selected "Resource" until the meeting is scheduled as the action in Timezest is "Scheduled User" but no notification can be sent via teams until AFTER the client has scheduled the meeting. Suggested wording "Post a chat message in Microsoft Teams to the Resources on this meeting"

It would be useful to have a third dropdown menu in the Autotask widget for TimeZest allowing you to choose an appointment length. Right now you either have to create a separate appointment template for each amount of time you want (e.g. Remote Access 30min, Remote Access 1hr, ect.) or you have to use the option under additional options to set a custom time. I think it would be better to choose your appointment type then set the appointment length using another dropdown. Alternatively, just bringing the custom appointment length scheduling up from the additional options area to the main area would work as well. My recomendation for the widget: Resources: Appointment Type: Appointent Length: Show additional options

When scheduling through the TimeZest Pod in ConnectWise under "Additional options" we can "use a different appointment duration" This only allows a number of Minutes to be set. Typically we are increasing the appointment from minutes to hours, so it would be nice if the minutes is a drop down option between minutes and hours similar to how the time is configured in the Appointment Types setup. This would leave less room for error when entering the time. (Instead of 300 minutes or 330 minutes we can put 5 hours or 5.5 hours)

Admins should be able to see all TZ scheduled event details, even if they can’t see details of other M365 events without the user opting in. As an admin, Calendar HQ doesn’t do much for me if I can’t get visibility on scheduled appointments. For instance, if I have a resource unexpectedly out of office, I should be able to view any TZ appointments (with details) in Calendar HQ by default so I can reschedule or reassign.

We would like an option in the TimeZest Pod of the CRM, in our case, ConnectWise, to Cancel without following the cancellation trigger of the Appointment type. I.E does not email the client to say the appointment has been cancelled. Use Case: A scheduling URL or invite has been created, and cannot be edited. We need to change the contact or guests or the duration, but we don't want to cancel as we have already sent the link to the client, or have already discussed a specific date/time for the appointment and simply want to edit it before sending the confirmation. If we use the existing "cancel" option, a cancellation will be sent to the client which is confusing, as we are not actually cancelling the appointment. Note: this would not replace the existing cancel option, but would instead give an extra Cancel (no notify) option. This would also be useful if the TimeZest invite was created in error. Bonus points if this option can be restricted to Admins if needed.

We would like the ability to edit the features/options of an existing scheduled appointment after it has been scheduled or the scheduling URL has been created. Use cases: 1) an onsite visit is scheduled on a specific day, and the client calls to add work to that appointment. We need to increase the duration from 1 to 2 hours. 2) We need to add a second technician to the appointment after the fact. Add Resources. 3) Client requests that the appointment be sent to additional users at their organization so that they are aware. Invite Guests. Ideally this would be possible within the TimeZest Pod in the CRM, in our case ConnectWise, as the Scheduled URLs that have been created, but not scheduled are not visible in Calendar HQ.