Feature Requests

Currently, when users paste their personal scheduling URLs (e.g., https://[company]. timezest.com/[username] ) into email clients, Slack, or Teams, the link unfurls using the global tenant <title> and og:title tags. As a result, the link preview displays: 'Schedule an appointment with [Company Name]'. The Request: Please update the site metadata to dynamically pull the specific user's name for personal URLs. When a personal link is shared, the <title> and og:title tags should dynamically render as: 'Schedule an appointment with [User Name]'. Why this matters: This small quality-of-life improvement would make shared links look much more personalized and professional for end-users, rather than looking like a generic corporate booking link.

We have a paging system when tickets are scheduled. It would be great to have an option to update the tickets due date for the time a client has selected.

When a ticket in CWM is closed, all the schedule entries associated with it are marked as done. At present, TimeZest does not consider this done status when looking for free time to schedule appointments, but an option could be created on appointment types, like the existing "Schedule over tentative appointments" which would do this.

Provide an option from the pod to resend the email. Another option would be the ability to copy the link that is sent so we could email it directly or through an update sent thru the ticket.

If a user has already provided us with the date/time they want to meet, it'd be great to let TimeZest still send the meeting invite directly from CWM. The 'send meeting' function in CWM is NOT user friendly.

It would be great to only show certain appointment types by board.

The ability to add multiple teams as a resource and only have one member selected. Currently panel scheduling is the only option when adding more than one team as a resource. We have teams that don't have overlapping memberships and it would be nice to be able to assign both teams and only one person be selected as the ticket resource and not one from both teams.

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.

Since CW Manage can use BOTH Meeting Invites and recurring ticket templates, it would be nice to allow meeting recurrence in TimeZest. This should be configurable on the appointment type. Example: If we wanted to establish a weekly/monthly/yearly appointment with a contact (i.e., QBRs), it would be nice to send them an invite to a specific appointment type that would be recurring and they can select the day of the week (starting with the first date) and the time.

Allow appointment types to be configured with dropdown(s) that can be configured. Examples: Prompt - How would you like to be contacted Choices - Phone Call, Teams Call, Chat Based on the dropdown, it would then impact the ticket generation. IE, if you select the "Teams" contact method, it generates a teams meeting. Another cool idea is to have a location dropdown from the sites listed in CWM. Then, run a check for the drive time between the location selected, and the resources assigned office. Then automatically add buffer time for an onsite appointment before and after an appointment.