Feature Requests

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.

We use the capacity to make sure engineers have some breathing room in their day. Currently, it looks like TimeZest can't honor capacity limits. One engineer just got booked and it put him at 145% daily capacity. Can Appointment Types have the feature to honor capacity limits?

It would be great if there was an "internal link" when using TZ so we could use it to book a specific engineer. For instance if the dispatcher was on a call and wants to offer a time for a specific engineer they could use TZ without having to use the clunky "Check availability" option. Or, could be used to schedule internal meetings for multiple staff.

It's great that we can schedule reactive work for the service desk. It would be fantastic if we could schedule the proactive side of the business. Tickets and tasks are separate items in Autotask, being able to schedule project tasks is a critical item for anyone using project in AT.

We would like the ability to add a custom question or a fixed question when the customer is scheduling their TimeZest appointment: "Would you like us to contact you earlier than your scheduled time if an earlier appointment becomes available? Option to answer "Yes" or "No"

Restrict appointment cancellations so they cannot be done through TimeZest pod/Insight/tab. Essentially, I want our engineers to have to go through a TimeZest Admin in order to cancel an appointment with our customers.

When clients schedule an appointment, it asks for their best phone number to be reached. The default is "Customer Support" - this is pretty much NA most of the time. Phone - Direct or Office Phone would be a more appropriate default entry here. It would be great if the default field value could be changed here.

Add an option to the PSA integration to choose whether or not to include a Teams or Zoom link.

It would be awesome to have the Teams calendar meeting look exactly the same for the resources who have been scheduled as it does for the client. Having that JOIN button in the teams appt visible is very helpful - especially when on the go/mobile. Thank you!